American Society Of Civil Engineers Tax Deferred Annuity Plan
Sponsored by American Society Of Civil Engineers · EIN 131635293 · Plan #002 · Reston, VA
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 244
- With balances
- 441
Plan year beginning 10/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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) | $16,096 |
| Caron & Bletzer, Pllc | Accounting | $14,956 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $3,365 |