Ctn Holdings 401(k) Plan
Sponsored by Ctn Holdings, Inc. · EIN 475059122 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 25
- With balances
- 169
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $6,766 |
| Raymond James & Associates Inc | Investment advisory (plan) | $5,016 |