Cardinal Management Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Cardinal Management Group, Inc. · EIN 541442661 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matthews Carter & Boyce Pc | Accounting | $30,376 |
| Morgan Stanley | Investment advisory (plan) | $26,497 |
| The Retirement Advantage Inc | Contract administrator | $18,478 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $9,855 |