AUMdb

Cafua Management 401(k) Savings Plan

Sponsored by Cafua Management Company Llc · EIN 043554864 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
627
With balances
280

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
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $27,283
Cwm, Llc Recordkeeping, Trustee (institutional), Other services $12,593
The Hays Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $6,593