Cullen And Dykman Savings Plan I
Sponsored by Cullen & Dykman, Llp · EIN 110658700 · Plan #003
- Total assets
- $89.3M
- Net assets
- $89.3M
- Active participants
- 192
- With balances
- 252
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 |
|---|---|---|
| Morgan Stanley | Other fees | $46,058 |
| Grassi & Co Cpas Pc | Accounting | $43,376 |
| Usi Consulting Group Inc | Other fees | $11,200 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $2,554 |