AUMdb

American Society Of Civil Engineers Defined Contribution Retirement Plan

Sponsored by American Society Of Civil Engineers · EIN 131635293 · Plan #007 · Reston, VA

Total assets
$33.4M
Net assets
$33.4M
Active participants
220
With balances
527

Plan year beginning 10/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement

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
Caron & Bletzer, Pllc Accounting $13,149
Capfinancial Partners, Llc Investment advisory (plan) $5,588
Tiaa Recordkeeping fees, Account maintenance fees $1,160