Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Cadaret Grant & Co Inc
Cadaret Grant & Co Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $111,560
Assets of those plans
$193,838,669
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$111,560
30% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 4 |
| 99 | Other fees | 4 |
| 55 | Other commissions | 3 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Stark Tech 401(k) Profit Sharing Plan | Stark Tech Operating | $72,867,727 | 593 | $83,476 |
| Southern Champion Tray, LP 401(k) Savings and Retirement Plan | Southern Champion Tray L P | $55,403,612 | 1,192 | $13,260 |
| Pine Companies 401(k) Plan | Pine Pharmacy and Home Care Products Center Inc DBA Pine Pharmacy | $18,271,651 | 208 | $0 |
| Simutech Group, Inc. 401(k) Plan | Simutech Group | $13,688,014 | 107 | $0 |
| Brothers of Mercy Retirement Savings Plan | Brothers of Mercy Nursing Home Company Inc. DBA Brothers of Mercy Nur | $12,490,536 | 618 | not reported |
| Accountingdepartment.com, LLC 401(k) Plan | Accountingdepartment.com | $8,330,281 | 172 | $0 |
| NTC Marketing Inc 401(k) Profit Sharing Plan & Trust | NTC Marketing | $6,708,345 | 110 | $14,824 |
| Emmi Desserts USA, LLC 401(k) Plan | Emmi Desserts USA | $2,433,046 | 799 | $0 |
| Northern Tier Counseling, Inc. Tax Deferred Annuity Plan | Northern Tier Counseling | $2,115,338 | 117 | $0 |
| Prevention Links 401(k) Plan | Prevention Links | $1,530,119 | 190 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.