Caldwell Tanks Profit Sharing 401(k) Plan
Sponsored by Caldwell Tanks, Inc. · EIN 610148890 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 345
- With balances
- 366
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 |
|---|---|---|
| Stock Yards Bank & Trust | Investment advisory (plan) | $50,598 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $37,628 |
| Lbmc, Pc | Other services | $11,000 |