AUMdb

Command Holdings 401(k) Plan

Sponsored by Command Holdings, A Pequot Company · EIN 872044802 · Plan #001 · Mashantucket, CT

Total assets
$21.8M
Net assets
$21.7M
Active participants
465
With balances
451

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Investment advisory (participants), Investment advisory (plan), Investment management $101,007
Tpp Retirement Plan Specialists Llc Claims processing, Recordkeeping, Recordkeeping fees $51,565
Matrix Trust Company Custodial (securities) $6,172