Caddick Utilities Llc 401 K Retirement Plan
Sponsored by Caddick Utilities Llc · EIN 263945873 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 120
- With balances
- 149
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Other services, Recordkeeping fees, Other fees | $27,137 |
| Nationwide | Recordkeeping, Participant loan processing, Other services | $18,733 |
| Pro Account | Investment advisory (participants) | $10,537 |
| Delaware Valley Retirement Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,206 |