AUMdb

Associates Of Cape Cod, Inc. Retirement Savings Plan

Sponsored by Associates Of Cape Cod, Inc. · EIN 042541505 · Plan #004

Total assets
$31.9M
Net assets
$31.9M
Active participants
210
With balances
245

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $31,944
Bank Of America N.A. Investment advisory (plan), Direct payment from the plan $31,169