Cassling 401 K Savings Plan
Sponsored by Cassling · EIN 470673457 · Plan #001
- Total assets
- $78.5M
- Net assets
- $78.5M
- Active participants
- 184
- With balances
- 240
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D A Davidson And Co | Investment advisory (participants), Investment advisory (plan) | $55,000 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $49,418 |