AUMdb

Capital Consultants, Inc. Employee Profit Sharing Plan

Sponsored by Capital Consultants, Inc. · EIN 381811650 · Plan #002

Total assets
$22.5M
Net assets
$22.5M
Active participants
123
With balances
186

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, Sub-transfer agency fees, Recordkeeping fees -$5,375