AUMdb

Chord 401(k) Plan

Sponsored by Cdha Holdings, Llc · EIN 814463696 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
991
With balances
609

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
Security Financial Resources Recordkeeping, Participant loan processing, Direct payment from the plan $12,241