AUMdb

Cantey Hanger 401(k) Plan

Sponsored by Cantey Hanger Llp · EIN 750756050 · Plan #002

Total assets
$27.0M
Net assets
$27.0M
Active participants
87
With balances
124

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Whitley Penn, Llp Recordkeeping, Consulting (pension), Direct payment from the plan $21,630
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,705
Charles Schwab Investment Mgmt Inc. Securities brokerage $1
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0