Capio Partners, Llc 401(k) Plan
Sponsored by Capio Partners, Llc · EIN 261896257 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 443
- With balances
- 179
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $31,553 |
| Raymond James And Associates Inc. | Investment advisory (participants) | $23,633 |