State Volunteer Mutual Insurance Company Retirement Plan
Sponsored by State Volunteer Mutual Insurance Co · EIN 620965320 · Plan #001
- Total assets
- $56.8M
- Net assets
- $56.8M
- Active participants
- 105
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $13,261 |
| Jlm Actuarial, Llc | Actuarial, Direct payment from the plan | $8,400 |
| Charles Schwab & Co.,Inc. | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |