AUMdb

Cavalier Distributing Retirement Plan

Sponsored by Cavalier Distributing Company, Inc. · EIN 311356420 · Plan #002

Total assets
$11.4M
Net assets
$11.4M
Active participants
331
With balances
530

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
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $39,937