The Cabot Group As Agent 401(k) Profit Sharing Plan & Trust
Sponsored by The Cabot Group As Agent · EIN 160984062 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 137
- With balances
- 157
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 |
|---|---|---|
| Barrett Capital Management,Llc CRD 117272 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Barrett Capital Management Inc | Investment advisory (participants) | $19,343 |
| Paychex, Inc. | Recordkeeping | $14,051 |