Canto Software 401(k) Plan
Sponsored by Canto Software, Inc. · EIN 943174551 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 154
- With balances
- 151
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newfront Retirement Services, Inc | Investment advisory (plan) | $6,242 |
| Empower Advisory Group, Llc | Investment management | $3,128 |
| Dyatech Llc | Contract administrator | $655 |
| Ins Services Of San Francisco Inc | Other commissions | $0 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |