Captive Resources 401(k) Plan
Sponsored by Captive Resources, Llc · EIN 300073596 · Plan #001
- Total assets
- $98.9M
- Net assets
- $98.9M
- Active participants
- 443
- With balances
- 480
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, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $72,847 |
| Creative Planning, Llc | Investment advisory (plan) | $37,500 |
| Mesirow Financial Inc. | Investment advisory (participants) | $12,500 |
| Miller Cooper & Co., Ltd. | Accounting | $12,000 |