C & A Tool Engineering, Inc. 401(k) Salary Reduction Plan And Trust
Sponsored by C & A Tool Engineering, Inc. · EIN 351413147 · Plan #001
- Total assets
- $44.6M
- Net assets
- $44.6M
- Active participants
- 561
- With balances
- 552
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 |
|---|---|---|
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $76,310 |
| Phillips Financial Management Llc | Investment advisory (plan) | $30,677 |
| Morgan Stanley | Investment advisory (plan) | $12,019 |