Casad Company 401(k) Plan
Sponsored by Casad Company, Inc. · EIN 341724833 · Plan #002
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 189
- With balances
- 111
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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Investment advisory (plan), Other fees, Participant loan processing | $2,917 |
| Mesirow | Investment advisory (plan), Direct payment from the plan | $1,309 |