AUMdb

Cold Spring Granite Company 401(k) Retirement Plan

Sponsored by Cold Spring Granite Company · EIN 410197900 · Plan #001

Total assets
$139M
Net assets
$139M
Active participants
869
With balances
996

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 · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Contract administrator, Direct payment from the plan, Recordkeeping $129,843
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $34,975