Caes 401(k) Plan
Sponsored by Cobham Benefits Holding, Llc · EIN 994364674 · Plan #001
- Total assets
- $762M
- Net assets
- $762M
- Active participants
- 222
- With balances
- 3,684
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $129,493 |
| Precept Advisory Group | Investment advisory (plan) | $112,520 |
| Tronconi Segarra & Associates | Accounting | $32,800 |
| H.R. Advisors Inc | Consulting (general) | $28,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$218,954 |