Plan International Usa, Inc. Retirement Plan
Sponsored by Plan International Usa, Inc. · EIN 135661832 · Plan #002
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 113
- With balances
- 197
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 |
|---|---|---|
| Capital Wealth Management, Llc CRD 157959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Wealth Management, Inc | Investment advisory (plan), Other investment fees and expenses, Investment management | $80,385 |
| Benefit Plan Admin Services Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | $28,857 |
| Kahn, Litwin, Renza & Co., Ltd. | Accounting | $13,500 |