AUMdb

The Capco 401(k) Profit Sharing Plan

Sponsored by The Capital Markets Company · EIN 043441053 · Plan #002

Total assets
$172M
Net assets
$172M
Active participants
1,235
With balances
1,841

Plan year beginning 01/01/2024 · 401(k)

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $185,048
Smith, Gambrell & Russell, Llp Legal $24,860