AUMdb

Padi Savings And Investment Plan

Sponsored by Capital Investments & Ventures Corp · EIN 952964410 · Plan #001

Total assets
$43.8M
Net assets
$43.8M
Active participants
182
With balances
215

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
Lincoln National Corporation Contract administrator $40,935
Precept Advisory Group, Llc Investment advisory (participants) $35,000