Cdo Technologies 401 K Retirement Plan
Sponsored by Cdo Technologies · EIN 311297767 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 121
- With balances
- 247
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $44,228 |
| Everhart Advisors | Investment advisory (participants), Investment advisory (plan), Consulting fees | $28,075 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $11,200 |
| Creative Retirement Systems, Inc. | Recordkeeping, Consulting (pension), Consulting fees | $0 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |