AUMdb

Princess House, Inc. Retirement Plan

Sponsored by Princess House, Inc. · EIN 223320693 · Plan #003

Total assets
$13.2M
Net assets
$13.2M
Active participants
22
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $111,199
Capfinancial Partners Llc Investment advisory (plan), Other fees $0