AUMdb

Caire, Inc. 401(k) Plan

Sponsored by Caire, Inc. · EIN 411739055 · Plan #001

Total assets
$46.4M
Net assets
$45.8M
Active participants
450
With balances
722

Plan year beginning 04/01/2024 · 401(k)

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $175,538
Cambridge Investment Research Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0