Targetbase Inc. Pension Plan
Sponsored by Targetbase Inc. · EIN 751781525 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 33
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Angell Pension Group, Inc. | Actuarial | $126,077 |
| Cap Financial Partners Llc | Investment advisory (plan), Investment management | $32,500 |
| Pkf O'connor Davies | Accounting | $28,800 |
| Davis & Gilbert Llp | Legal | $24,683 |
| Comerica Bank | Custodial (securities), Trustee (institutional), Other services | $15,791 |