AUMdb

Chaney Enterprises Companies 401(k) Profit Sharing Plan

Sponsored by Chaney Materials, Llc · EIN 521702211 · Plan #001

Total assets
$70.1M
Net assets
$70.1M
Active participants
630
With balances
864

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Other insurance wrap fees, Soft dollars commissions, Recordkeeping $88,855
Coastal Pension Services Participant loan processing, Participant communication, Consulting (general) $35,820
Rbc Capital Markets Corp. Investment advisory (participants) $35,000