Cafl Employee Stock Ownership Plan
Sponsored by Therapeutic Management Services, Inc. · EIN 465705688 · Plan #001
- Total assets
- $7.4M
- Net assets
- $5.2M
- Active participants
- 109
- With balances
- 174
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Pendo Advisors Llc | Valuation, Direct payment from the plan | $15,500 |
| The Mgm Group, Inc | Trustee (individual), Direct payment from the plan | $7,057 |
| Principal | Recordkeeping, Direct payment from the plan | $5,500 |