Chuck Latham Associates, Inc. Ps Plan
Sponsored by Chuck Latham Associates, Inc. · EIN 840647636 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 105
- With balances
- 96
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 |
|---|---|---|
| Castle Rock Investment Company CRD 140299 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $12,553 |
| Castle Rock Investment Company | Investment advisory (plan), Direct payment from the plan | $12,000 |