Los Leones 401(k) Retirement Plan
Sponsored by Casa Rio, Inc. · EIN 742591608 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 213
- With balances
- 175
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $28,266 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $17,812 |