AUMdb

Bericap Sc, Llc 401(k) Plan

Sponsored by Bericap Sc, Llc · EIN 352309666 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
120
With balances
138

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
Sentinel Benefits Group Inc Recordkeeping, Direct payment from the plan $22,342
Captrust Investment advisory (plan), Investment management fees (direct) $15,000