Booz Allen Hamilton Inc. Employees' Capital Accumulation Plan
Sponsored by Booz Allen Hamilton Inc. · EIN 362513626 · Plan #001 · Mclean, VA
- Total assets
- $9.3B
- Net assets
- $9.3B
- Active participants
- 36,956
- With balances
- 54,547
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 |
|---|---|---|
| Olio Financial Planning, Llc CRD 282355 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Olio Financial Planning | Investment management, Direct payment from the plan, Investment management fees (direct) | $28,405 |
| Charles Schwab & Co., Inc. | Investment advisory (plan), Direct payment from the plan | $5,083 |
| Voya Institutional Plan Services | Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees | $0 |