Caledonia Haulers, Inc. Profit Sharing Plan
Sponsored by Caledonia Haulers, Inc. · EIN 410811778 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 342
- With balances
- 197
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcgladrey Llp | Accounting | $9,500 |
| Empower Advisory Group, Llc | Investment management | $4,854 |
| Futureplan By Ascensus | Contract administrator | $2,763 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $98 |
| Northwestern Mutual Investment Svcs | Other commissions | $0 |
| Securities America, Inc | Other commissions | $0 |