C.A.S.E. Construction, Inc. Retirement Plan
Sponsored by C.A.S.E. Construction, Inc. · EIN 351975007 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 101
- With balances
- 155
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $13,285 |
| Prime Capital Investment Advisors | Investment management, Shareholder servicing fees | $11,995 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $621 |
| Nationwide | Investment management, Shareholder servicing fees | $570 |
| Proaccount | Investment advisory (participants) | $408 |