AUMdb

Capehart & Scatchard, P.A. Retirement Savings Plan

Sponsored by Capehart And Scatchard, P.A. · EIN 221908951 · Plan #001

Total assets
$68.2M
Net assets
$68.2M
Active participants
170
With balances
273

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, Trustee (directed), Participant loan processing $410