AUMdb

C. F. Martin & Co., Inc. 401(k) Plan

Sponsored by C. F. Martin & Co. Inc. · EIN 240654010 · Plan #009

Total assets
$115M
Net assets
$115M
Active participants
559
With balances
690

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 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping, Participant loan processing, Direct payment from the plan $134,228
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $52,900