AUMdb

Capsa Solutions, Llc 401(k) Savings Plan

Sponsored by Capsa Solutions, Llc · EIN 943381518 · Plan #001

Total assets
$33.9M
Net assets
$33.9M
Active participants
317
With balances
362

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
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $125,552
Towers Watson Investment Services, Investment advisory (plan), Other fees $0