AUMdb

Cadence Design Systems, Inc. 401(k) Plan

Sponsored by Cadence Design Systems Inc · EIN 770148231 · Plan #001

Total assets
$2.1B
Net assets
$2.1B
Active participants
3,716
With balances
5,890

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
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $738,866
Empower Annuity Insurance Company O Recordkeeping, Participant loan processing, Direct payment from the plan $349,662
Moss Adams Llp Accounting $40,950
Fisher Investments Securities brokerage commissions $29,741
Weil Associates Inc Securities brokerage commissions $20,505
Golden State Equity Partners Securities brokerage commissions $16,790
Ironwood Wealth Management Llc Securities brokerage commissions $15,823
Savant Capital Llc Securities brokerage commissions $15,140
Moneta Group Investment Adviso Securities brokerage commissions $13,965
Signaturefd Llc Securities brokerage commissions $13,253
Charles Schwab & Co., Inc Investment advisory (participants), Securities brokerage, Direct payment from the plan $10,567
Envestnet Asset Management Inc Securities brokerage commissions $5,876
Qdro Consultants Accounting, Consulting (general), Direct payment from the plan $1,800