C. A. P. S. Inc. Profit Sharing Plan
Sponsored by C.A.P.S. Inc. · EIN 431243682 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 143
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $6,726 |
| Moneta Group Llc | Investment advisory (plan) | $5,272 |
| Charles Schwab Trust Bank | Shareholder servicing fees, Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |