AUMdb

Capital City Bank Group, Inc. 401(k) Plan

Sponsored by Capital City Bank Group, Inc. · EIN 592273542 · Plan #003

Total assets
$56.8M
Net assets
$56.8M
Active participants
801
With balances
1,008

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $111,855
Global Retirement Partners Llc Investment advisory (plan) $25,500
Wellth Advisory Services Llc Investment advisory (plan) $8,500