AUMdb

Cht Usa 401(k) Profit Sharing Plan

Sponsored by Cht Usa Inc. · EIN 454366410 · Plan #002

Total assets
$8.8M
Net assets
$8.8M
Active participants
136
With balances
159

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Cap Financial Partners Investment advisory (plan), Direct payment from the plan $39,485
Ascensus Llc Other commissions, Participant loan processing, Other fees $9,512