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Capital Internal Medicine Associates Pc 401 K Retirement Plan

Sponsored by Capital Internal Medicine Associates Pc · EIN 382334827 · Plan #001

Total assets
$12.9M
Net assets
$12.9M
Active participants
178
With balances
136

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
Cwm, Llc CRD 155344 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cwwm Llc Investment advisory (plan) $40,417
Capital Research And Management Co Recordkeeping fees $15,458
Kdp Retirement Plan Services Inc Contract administrator $2,475
Maner Costerisian & Ellis Pc Accounting $0