State Volunteer Mutual Insurance Company Thrift Plan
Sponsored by State Volunteer Mutual Insurance Company · EIN 620965320 · Plan #002
- Total assets
- $59.6M
- Net assets
- $59.6M
- Active participants
- 141
- With balances
- 166
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $18,566 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $208 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |