Capp Profit Sharing 401(k) Plan
Sponsored by Capp Management Llc · EIN 934326448 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 80
- With balances
- 94
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 |
|---|---|---|
| Wealth Advisors Group, Llc CRD 291648 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Advisory Group, Inc | Investment advisory (plan), Direct payment from the plan | $26,509 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $15,647 |