Fedelta Home Care Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Fedelta Home Care Llc · EIN 264058534 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 442
- With balances
- 182
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 |
|---|---|---|
| Capstone Wealth Advisors, Llc CRD 287670 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $14,012 |
| Capstone Wealth Advisors | Investment advisory (participants) | $8,724 |