AUMdb

Caleel Hayden Llc 401 K Savings Plan

Sponsored by Caleel Hayden Llc · EIN 391878540 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
60
With balances
102

Plan year beginning 01/01/2024 · 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
First Western Trust Bank Recordkeeping, Trustee (institutional), Other services $18,447
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $2,480