Cape Henry Collegiate Retirement Plan
Sponsored by Cape Henry Collegiate School · EIN 540793766 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 178
- With balances
- 349
Plan year beginning 09/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Insurance services | $32,148 |
| Charles W. Snader, P.C. | Accounting | $13,777 |
| Hub Investment Partners | Investment advisory (plan) | $10,479 |