AUMdb

The Ceo For The Greater Capital Region, Inc. Profit Sharing Plan And Trust

Sponsored by The Ceo For The Greater Capital Region, Inc. · EIN 141490509 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
117
With balances
164

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Professional Capital Service Group Contract administrator, Recordkeeping, Custodial (securities) $38,805