AUMdb

Canal Barge Company, Inc. Employees' 401 K Savings Plan

Sponsored by Canal Barge Company, Inc. · EIN 720145535 · Plan #001

Total assets
$100M
Net assets
$100M
Active participants
943
With balances
1,193

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $107,682
Nfp Retirement Inc Investment advisory (plan) $50,000
Strategic Advisors, Inc. Investment advisory (plan) $15,213