The Cato Corporation 401(k)/Profit Sharing Plan
Sponsored by Cato Corporation · EIN 560484485 · Plan #002
- Total assets
- $72.9M
- Net assets
- $72.9M
- Active participants
- 2,792
- With balances
- 1,612
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 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services %Nfp | Investment advisory (participants) | $35,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,950 |