Capital City Home Loans 401(k) Plan
Sponsored by Capital City Home Loans · EIN 205356781 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Wealth Advisors, Llc CRD 148889 | deterministic · 100% | 2025 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Wealth Advisors | Investment advisory (plan) | $7,933 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $200 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251110160758NAL0004806977001 |
| 01/01/2024 | $17.3M | 166 | ack 20250826163624NAL0004556883001 |