Caselle, Inc. 401(k) Retirement Plan
Sponsored by Caselle, Inc. · EIN 870484041 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 100
- With balances
- 126
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $40,276 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,368 |