Cisco Equipment 401(k) Profit Sharing Plan
Sponsored by Cisco Equipment Rentals, Llc · EIN 412257891 · Plan #002
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 87
- With balances
- 140
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Recordkeeping, Recordkeeping fees | $19,086 |
| Prime Capital Investment | Investment advisory (plan), Direct payment from the plan | $8,221 |