Capform, Inc. 401(k) Retirement Plan
Sponsored by Capform, Inc. · EIN 751677890 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $19,940 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $6,382 |
| United Of Omaha | Participant loan processing, Recordkeeping, Recordkeeping fees | $1,414 |