Catic Financial, Inc. 401(k) Plan
Sponsored by Catic Fincncial, Inc. · EIN 060808125 · Plan #002
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 251
- With balances
- 298
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $27,479 |
| Crowe Llp | Accounting | $13,125 |
| Silver Oak Securities, Inc. | Other commissions | $0 |
| Devlin & Hale Associates, Inc. | Contract administrator | $0 |