Capitol Construction Services 401(k)
Sponsored by Capitol Construction Services, Inc · EIN 352054647 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 150
- With balances
- 155
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Advis | Investment advisory (plan) | $21,061 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,940 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $2,200 |
| Shepherd Plan Partners | Contract administrator | $450 |