Capital Power Operations Usa Inc. 401 K Plan
Sponsored by Capital Power Operations Usa Inc. · EIN 205585112 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 182
- With balances
- 139
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $27,577 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $7,940 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |