Caelum Research Corporation 401(k) And Profit Sharing Plan
Sponsored by Caelum Research Corporation · EIN 521512616 · Plan #002
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 262
- With balances
- 216
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Recordkeeping fees, Investment management | $33,909 |
| Aspire Financial Services | Recordkeeping fees | $4,083 |
| Ameritrade Trust Company | Custodial (securities) | $429 |