Canton Food Co. Profit Sharing Plan
Sponsored by Canton Food Co. · EIN 953390500 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.3M
- Active participants
- 101
- With balances
- 123
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Investment advisory (plan), Investment management fees (direct) | $41,268 |
| Dougherty & Company | Accounting | $11,000 |
| California Benefit Planners | Consulting (pension) | $5,535 |