Capital Brands 401(k) Plan
Sponsored by Capital Brands Distribution, Llc · EIN 474643698 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 58
- With balances
- 104
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $18,654 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $13,932 |
| Lance, Soll & Lunghard, Llp | Accounting, Direct payment from the plan | $10,424 |