Capstone Mechanical, Llc 401(k) Plan
Sponsored by Capstone Mechanical, Llc · EIN 202784200 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 194
- With balances
- 127
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $56,144 |
| July Business Services Inc | Contract administrator, Direct payment from the plan, Other services | $6,297 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |