Calico Cottage, Inc. Profit Sharing 401(k) Plan
Sponsored by Calico Cottage, Inc. · EIN 112687580 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 76
- With balances
- 105
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $50 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $10.6M | 76 | ack 20251013152038NAL0003348674001 |
| 01/01/2021 | — | 65 | ack 20250807160430NAL0008658114001 |