AUMdb

Cardinal Systems Inc 401(k) Plan

Sponsored by Cardinal Systems, Inc. · EIN 232078490 · Plan #002

Total assets
$15.7M
Net assets
$15.7M
Active participants
210
With balances
250

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
Cbiz Investment Advisory Services, Llc CRD 286002 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $35,611
Cbiz Investment Advisory Services L Investment advisory (plan) $30,348
Cbiz Benefits & Ins Services Inc Contract administrator $27,098