AUMdb

Copper Cane Llc 401(k) Profit Sharing Plan

Sponsored by Copper Cane Llc · EIN 264059820 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
142
With balances
150

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
Empower Annuity Insurance Company Recordkeeping fees $55,973
Ubs Financial Svcs Ins Agcy Inc Investment advisory (plan) $27,718
Bidwell Consulting Services, Inc Contract administrator $9,743