Cape Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Cape Associates, Inc. · EIN 042476237 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 120
- With balances
- 140
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $23,480 |
| Global Retirement Partners Llc | Investment advisory (plan) | $17,971 |
| Caron & Bletzer, Pllc | Accounting | $13,300 |