AUMdb

Cannata's Employees Profit Sharing And Stock Ownership Plan

Sponsored by Cannata's Supermarkets, Inc. · EIN 720524089 · Plan #002

Total assets
$2.0M
Net assets
$2.0M
Active participants
118
With balances
172

Plan year beginning 06/01/2024 · Profit-sharing

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
Wells Fargo Advisors Direct payment from the plan, Investment management fees (direct) $5,931