AUMdb

Cactus Wellhead, Llc Retirement Plan

Sponsored by Cactus Wellhead, Llc · EIN 452727039 · Plan #001

Total assets
$83.8M
Net assets
$83.8M
Active participants
1,492
With balances
1,663

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $84,604
Morgan Stanley Investment advisory (plan) $50,000
Bdo Usa, P.C. Other fees $26,936
Advised Assets Group, Llc Investment management $2,289