AUMdb

Cathexis 401(k) Plan

Sponsored by Cps Professional Services, Llc D/B/A Cathexis · EIN 113769711 · Plan #002

Total assets
$7.8M
Net assets
$7.8M
Active participants
168
With balances
159

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $45,965
Signature Estate Securities, Llc Other services, Other commissions, Other fees $0