AUMdb

The Cathay General Bancorp 401(k) Profit Sharing Plan

Sponsored by Cathay General Bancorp · EIN 954274680 · Plan #003

Total assets
$260M
Net assets
$260M
Active participants
1,184
With balances
1,624

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
Bfsg, Llc CRD 143617 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benefit Financial Service Investment management, Direct payment from the plan $289,728
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $36,782
Farber Hass Hurley Llp Accounting, Direct payment from the plan $15,000
Charles Schwab & Co., Inc. Shareholder servicing fees $0