AUMdb

Cadence, Inc. 401(k) Plan

Sponsored by Cadence, Inc. · EIN 541332357 · Plan #001

Total assets
$60.4M
Net assets
$60.4M
Active participants
679
With balances
781

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (plan) $92,157
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$38,505