Capstone Restaurant Group 401(k) Plan
Sponsored by Lbe Holdings, Llc · EIN 461545205 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 456
- With balances
- 488
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
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 | $29,606 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $18,268 |