Capitol Beverage Sales Incentive 401(k) Plan
Sponsored by Capitol Beverage Sales, L.P. · EIN 411788827 · Plan #001 · Rogers, MN
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 99
- With balances
- 133
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (plan), Consulting fees | $28,244 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $21,551 |