Swimusa 401(k) Retirement Plan
Sponsored by A & H Sportswear Co., Inc. · EIN 231663062 · Plan #002
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 387
- With balances
- 390
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $58,195 |
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping fees, Recordkeeping | $5,877 |
| Empower Financial Services,Inc | Shareholder servicing fees, Other investment fees and expenses | $20 |
| Prudential Investment Management Se | Distribution (12b-1) fees | $0 |
| National Financial Services, Llc | Recordkeeping | $0 |