Cathedral Corporation Retirement Savings Plan
Sponsored by Cathedral Corporation · EIN 140576820 · Plan #005
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 260
- With balances
- 278
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 |
|---|---|---|
| Adirondack Financial Services Corp CRD 126155 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adirondack Financial Services Corp | Investment advisory (plan) | $120,315 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,869 |