AUMdb

Capeway Roofing Systems, Inc. Profit Sharing Plan

Sponsored by Capeway Roofing Systems, Inc. · EIN 042899319 · Plan #002

Total assets
$7.2M
Net assets
$7.1M
Active participants
96
With balances
106

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
Nationwide Participant communication, Distribution (12b-1) fees, Recordkeeping fees $14,979
Compensation Planning Inc. Plan administrator, Recordkeeping, Participant communication $5,555