AUMdb

Cabi Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Cabi Llc · EIN 200571574 · Plan #003

Total assets
$16.7M
Net assets
$16.7M
Active participants
216
With balances
202

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
Paychex, Inc. Recordkeeping $18,352
Pensionmark Financial Group, Llc Investment advisory (participants) $17,719