The Capper Foundation Retirement Plan
Sponsored by The Capper Foundation · EIN 480543745 · Plan #002
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 318
- With balances
- 190
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 |
|---|---|---|
| Ima Advisory Services, Inc. CRD 112091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants | Recordkeeping, Consulting (pension), Participant loan processing | $8,563 |
| Ima Advisory Services, Inc. | Investment advisory (plan), Direct payment from the plan | $7,018 |