Cahec Management, Inc. 401(k) Retirement Plan & Trust
Sponsored by Cahec Management, Inc. · EIN 843628117 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 481
- With balances
- 206
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $43,323 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |
| Pioneer | Investment management, Shareholder servicing fees | $0 |
| Baird Funds | Investment management, Shareholder servicing fees | $0 |
| Credit Suisse | Investment management, Shareholder servicing fees | $0 |
| Reliance Trust Company | Investment management, Shareholder servicing fees | $0 |
| American Century Investment Managem | Investment management, Shareholder servicing fees | $0 |
| Delaware | Investment management, Shareholder servicing fees | $0 |
| Alger | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |