AUMdb

Caf Usa, Inc. 401(k) Profit Sharing Plan

Sponsored by Caf Usa, Inc. · EIN 522125544 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
113
With balances
172

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
Valicenti Advisory Services, Inc. Recordkeeping, Trustee (institutional), Other services $28,234
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,779
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0