Cassens Retirement Plan
Sponsored by Cassens Transport Company · EIN 370209195 · Plan #001
- Total assets
- $61.5M
- Net assets
- $61.5M
- Active participants
- 181
- With balances
- 204
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 |
|---|---|---|
| Burke Wealth Management, Llc CRD 305840 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Busey Wealth Management | Accounting, Trustee (discretionary), Investment advisory (plan) | $103,878 |
| Epic Retirement Plan Services | Plan administrator, Recordkeeping, Direct payment from the plan | $33,660 |