AUMdb

The Caton Companies Employee Savings And Retirement Plan

Sponsored by The Caton Companies · EIN 990387761 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
324
With balances
496

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $24,733
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0