Capin Crouse Llp Savings And Investment Plan
Sponsored by Capin Crouse Llp · EIN 363990892 · Plan #001
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 216
- With balances
- 290
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $39,601 |
| Empower Advisory Group, Llc | Investment management | $3,878 |
| Kdp Retirement Plan Services | Contract administrator | $1,000 |