Joseph A. Caplan, Md, Pc 401(k) Profit Sharing Plan & Trust
Sponsored by Joseph A. Caplan, Md, Pc Dba Cardiac Solutions · EIN 860633950 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 264
- With balances
- 414
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Claims processing, Contract administrator, Recordkeeping | $64,239 |