AUMdb

Capitol View Transitional Care Center Savings Plan

Sponsored by Capitol View Transitional Care Center · EIN 412011453 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
124
With balances
84

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA)

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
Fidelity Investments Ins Op Recordkeeping fees, Account maintenance fees, Participant loan processing $6,387