Caffey Distributing Company, Inc. Retirement Savings Plan
Sponsored by Caffey Distributing Company, Inc. · EIN 560732444 · Plan #002
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 421
- With balances
- 464
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 |
|---|---|---|
| Davenport & Company Llc CRD 1588 | fuzzy_auto · 95% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $56,488 |
| Davenport & Company, Llc | Investment advisory (plan), Direct payment from the plan | $25,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |