Chappaqua Transportation, Inc. Profit Sharing Plan
Sponsored by Chappaqua Transportation, Inc. · EIN 132596447 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 122
- With balances
- 113
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 |
|---|---|---|
| Main Street Financial Solutions, Llc CRD 305834 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Main Street Financial Solutions Llc | Investment advisory (plan) | $11,257 |
| Side By Side Financials Inc | Contract administrator | $1,275 |
| Empower Advisory Group | Investment management | $153 |
| Creative Planning Holdco Llc Dba | Other fees | $69 |
| Empower Life & Annuity Ins Co | Recordkeeping fees | $0 |