Cda Dba Maxsent 401(k) Plan
Sponsored by Cda Incorporated · EIN 621478263 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 1,177
- With balances
- 596
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $69,055 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |