Cba Transition Holdings Llc 401(k) Plan
Sponsored by Cba Transition Holdings Llc Dba Cbath · EIN 862679611 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 170
- With balances
- 233
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 |
|---|---|---|
| Hilltop Securities Inc. CRD 6220 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,108 |
| The Retirement Advantage Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,875 |
| Hilltop Securities Inc | Investment advisory (plan) | $532 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $121 |