Capital Properties Services, Llc 401(k) Plan
Sponsored by Capital Properties Services, Llc · EIN 201608689 · Plan #002
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 218
- With balances
- 500
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,903 |
| Cbiz Investment Advisory Services, | Investment advisory (plan) | $42,917 |
| Citrin Cooperman & Company Llp | Accounting | $25,000 |