AUMdb

Intex Diy Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Intex Diy Inc · EIN 201902253 · Plan #001

Total assets
$979
Net assets
$979
Active participants
0
With balances
5

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
Cape Investment Advisory, Inc. CRD 146384 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Paychex, Inc. Recordkeeping $11,243
Cape Investment Advisory, Inc Investment advisory (participants) $5,768