Calendar Holdings Llc 401 K & Profit Sharing Plan
Sponsored by Calendar Holdings Llc · EIN 264144504 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 358
- With balances
- 716
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 |
|---|---|---|
| Pensionmark Fin Group Llc | Investment advisory (participants), Sub-transfer agency fees, Recordkeeping fees | $0 |
| The Allocation Company, Inc. | Other services | $0 |
| Voya Financial Services | Investment management, Investment management fees (indirect), Distribution (12b-1) fees | $0 |