Case Systems Inc. Employee Deferred Compensation Plan
Sponsored by Case Systems Inc. · EIN 383139894 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 165
- With balances
- 184
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones And Co. | Investment advisory (participants), Investment advisory (plan), Investment management | $30,949 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,273 |