Cape Physicians Associates 401(k) Plan
Sponsored by Cape Physicians Associates, Pa · EIN 223172481 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 225
- With balances
- 295
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $28,700 |
| Ubs Financial Services | Consulting (general), Consulting fees | $15,626 |