The Caci Smart Plan
Sponsored by Caci International, Inc. · EIN 541345888 · Plan #002
- Total assets
- $3.9B
- Net assets
- $3.9B
- Active participants
- 23,471
- With balances
- 25,842
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Glass Jacobson Investment Advisors, Llc CRD 120141 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 94% | 2024 |
| Aspiriant, Llc CRD 146720 | deterministic · 100% | 2024 |
| Financial Vision Llc CRD 123659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $791,722 |
| Mercer | Consulting (general), Investment advisory (plan), Direct payment from the plan | $201,513 |
| Taft Stettinius & Hollister Llp | Legal, Direct payment from the plan | $30,053 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $18,711 |
| Glass Jacobson Wealth Advisors | Investment advisory (participants), Direct payment from the plan | $17,565 |
| J V Bruni And Company | Investment advisory (participants), Direct payment from the plan | $16,643 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,006 |
| Signature Estate & Investment | Investment advisory (participants), Direct payment from the plan | $11,681 |
| Encompass More Asset | Investment advisory (participants), Direct payment from the plan | $10,258 |
| Aspiriant Llc | Investment advisory (participants), Direct payment from the plan | $9,544 |
| Financial Vision Llc | Investment advisory (participants), Direct payment from the plan | $8,100 |
| Churchill Management Corp | Investment advisory (participants), Direct payment from the plan | $7,986 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $7,335 |