C.W. Matthews Contracting Company, Inc. 401(k) Plan
Sponsored by C.W. Matthews Contracting Company, Inc. · EIN 580652729 · Plan #002
- Total assets
- $94.3M
- Net assets
- $94.3M
- Active participants
- 1,747
- With balances
- 1,900
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 |
|---|---|---|
| Narwhal Capital Managment, Llc CRD 135958 | deterministic · 100% | 2024 |
| Cambridge Wealth Advisors, Llc CRD 148889 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Narwhal Capital Management Llc | Investment advisory (plan) | $187,461 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $128,326 |
| Cambridge Wealth Advisors, Llc | Investment advisory (plan) | $82,877 |