Cap Services, Inc. 401(k) Plan
Sponsored by Cap Services, Inc. · EIN 391080897 · Plan #002
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 231
- With balances
- 230
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $33,107 |
| Raymond James & Associates Inc | Investment advisory (plan) | $23,493 |