Cardinal Services 401(k) & Psp
Sponsored by Cardinal Services, Llc · EIN 455089837 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 192
- With balances
- 135
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 |
|---|---|---|
| Avantax Investment Services, Inc | Other fees | $0 |
| Leafhouse Financial Advisors, Llc | Other fees | $0 |
| Scp Retirement Services Llc | Other services | $0 |