Capital Square 401(k) Plan
Sponsored by Capital Square Realty Advisors, Llc Dba Capital Square · EIN 461281600 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 342
- With balances
- 186
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 |
|---|---|---|
| Cary Street Partners Investment Advisory Llc CRD 128545 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cary Street Partners Investment Ad | Investment advisory (plan) | $7,161 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $5,891 |