Capano Management Company 401(k) Plan
Sponsored by Capano Management Company · EIN 510324955 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 360
- With balances
- 206
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management Llc | Insurance agents and brokers, Investment advisory (plan) | $25,733 |
| Empower Annuity Insurance Company | Investment management, Recordkeeping fees | $20,776 |
| Smith Elliott Kearns & Company, Llc | Contract administrator, Direct payment from the plan | $20,534 |