Kilpatrick Townsend & Stockton Llp Cash Balance Plan Ii
Sponsored by Kilpatrick Townsend & Stockton Llp · EIN 580511774 · Plan #011
- Total assets
- $26.6M
- Net assets
- $26.6M
- Active participants
- 115
- With balances
- 0
Plan year beginning 01/01/2024 · Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $30,250 |