Swartz Campbell Llc Capital Accumulation Plan
Sponsored by Swartz Campbell Llc · EIN 231141190 · Plan #002
- Total assets
- $34.8M
- Net assets
- $34.8M
- Active participants
- 77
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $0 |