AUMdb

Cherokee Distributing Company Inc Employees' Profit Sharing Plan

Sponsored by Cherokee Distributing Company, Inc. · EIN 620921075 · Plan #002

Total assets
$32.8M
Net assets
$32.8M
Active participants
362
With balances
383

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
Martin Advisors Llc CRD 342180 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Martin & Company, Lp Investment advisory (plan) $97,904
Merrill Lynch Trustee (institutional) $63,992
Tennessee Pension Administrators Recordkeeping $9,845
Pugh & Company, Pc Accounting $0