J.W. Cheatham, Llc 401(k) Profit Sharing Plan
Sponsored by J.W. Cheatham, Llc · EIN 201928479 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 97
- With balances
- 98
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 |
|---|---|---|
| Pension Financial Services, Inc. | Contract administrator | $4,667 |
| Cesital Group Retirement Plan Servi | Recordkeeping fees | $3,238 |