AUMdb

Ccb And Feb 401(k) Profit Sharing Plan

Sponsored by Capital City Beverages, Inc. · EIN 640120572 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
257
With balances
248

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $35,080
Hancock Whitney Bank Investment advisory (plan) $18,367