Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Cadaret Grant & Co Inc
Cadaret Grant & Co Inc
- Service provider, as named on Schedule C
- EIN 222361254
- Plan year 2024
- Direct compensation reported $640,104
Assets of those plans
$2,171,776,586
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$640,104
80% 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 |
|---|---|---|
| 99 | Other fees | 15 |
| 50 | Direct payment from the plan | 13 |
| 49 | Other services | 12 |
| 27 | Investment advisory (plan) | 10 |
| 15 | Recordkeeping and information management | 10 |
| 21 | Trustee (bank, trust company or similar) | 10 |
| 64 | Recordkeeping fees | 10 |
| 17 | Consulting (pension) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Thrivewise Pooled Employer Plan | Principal Life Insurance | $996,903,363 | 7,772 | $42,492 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $13,234 |
| United Wholesale Mortgage, LLC Profit Sharing Plan and Trust | United Wholesale Mortgage | $194,978,464 | 9,501 | $157,334 |
| Compunnel Software Group Inc 401(k) Planrecordkeeper | Compunnel Software Group | $44,877,478 | 2,838 | $46,324 |
| BCTGM Atlantic Profit Sharing Fund | BCTGM Atlantic Profit Sharing Plan | $43,812,559 | 2,775 | $85,426 |
| Adma Biologics, Inc. 401(k) Plan | Adma Biologics | $32,568,353 | 451 | $0 |
| Triangle Manufacturing Co., Inc. Savings and Investment Planrecordkeeper | Triangle Manufacturing | $28,946,004 | 271 | $22,507 |
| Cancer Care Northwest Centers, P.S. 401(k) Plan | Cancer Care Northwest Centers P.S. | $25,866,137 | 350 | $0 |
| I.D. Systems, Inc. 401(k) Planrecordkeeper | I.D. Systems | $18,135,853 | 162 | $38,745 |
| Port Imperial Ferry Corp. 401(k) Planrecordkeeper | Port Imperial Ferry | $16,371,899 | 147 | $26,095 |
| Maschmeyer Concrete Company 401(k) Plan | Maschmeyer Concrete Company of Florida | $15,531,268 | 398 | $0 |
| C & J Industries, Inc. 401(k) Profit Sharing Plan | C & J Industries | $14,396,049 | 269 | $12,544 |
| Wireless Vision, LLC 401(k) Plan | Wireless Vision | $13,681,967 | 513 | $0 |
| Premio Foods, Inc. 401(k) Planrecordkeeper | Premio Foods | $11,219,532 | 470 | $24,723 |
| Cleveland Bakers and Affiliated Unions 401(k) Plan | Cleveland Bakers and Affiliated Unions 401(k) Plan | $10,934,744 | 3,250 | $75,124 |
| Ritz Safety LLC 401(k) Profit Sharing Plan Trust | Ritz Safety | $9,657,373 | 209 | $4,646 |
| ICM Corp. 401(k) Profit Sharing Plan | ICM Controls | $7,754,026 | 193 | $9,206 |
| Ulma Form Works 401(k) Planrecordkeeper | Ulma Form Works | $6,865,501 | 110 | $25,056 |
| Opoc.us 401(k) Profit Sharing Plan | Echelon Group LLC DBA Opoc.us | $6,738,807 | 171 | $3,691 |
| Spruce Technology, Inc. 401(k) Planrecordkeeper | Spruce Technology | $6,124,039 | 132 | $13,429 |
| Hopephl 401(k) Plan | Hopephl | $4,238,073 | 218 | $0 |
| Fusion Transport, LLC 401(k) Planrecordkeeper | Fusion Transport | $3,750,757 | 184 | $11,613 |
| Quality Management Associates, Inc. 401(k) Profit Sharing Planrecordkeeper | Quality Management Associates | $3,357,574 | 110 | $10,116 |
| Best Transportation Services LLC 401(k) Planrecordkeeper | Best Transportation Services | $2,452,822 | 108 | $11,006 |
| Brewdog Brewing Company LLC 401(k) Plan | Brewdog Brewing | $1,736,232 | 115 | $6,793 |
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.