AUMdb

Cdn Golf Management Inc. 401(k) Plan

Sponsored by Cdn Golf Management Inc. · EIN 883302411 · Plan #001

Total assets
$5.3M
Net assets
$5.3M
Active participants
211
With balances
187

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

Linked investment advisers

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

Firm Match Plan year
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $40,295
Cerity Partners Retirement Plan Adv Investment advisory (plan), Other fees $0