Capstan Incorporated Tax Favored Savings & Investment Plan
Sponsored by Capstan, Inc. · EIN 330703225 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 369
- With balances
- 141
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,325 |