AUMdb

Cnc Software, Inc. Profit Sharing Plan

Sponsored by Cnc Software, Inc. · EIN 042835042 · Plan #001

Total assets
$62.2M
Net assets
$62.2M
Active participants
231
With balances
275

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rbc Capital Markets, Llc Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) $0
Morningstar Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) $0