Cauldwell Wingate Company, Llc 401(k) Profit Sharing Plan
Sponsored by Cauldwell Wingate Company, Llc · EIN 134196323 · Plan #001
- Total assets
- $24.4M
- Net assets
- $24.3M
- Active participants
- 90
- With balances
- 157
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,413 |
| Associated Pension Consultants, Inc | Other services | $0 |