Cascade Dafo, Inc. 401(k) Profit Sharing Plan
Sponsored by Cascade Dafo, Inc · EIN 911827623 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 301
- With balances
- 342
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $40,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $28,263 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,054 |