AUMdb

401(k) Retirement & Savings Plan

Sponsored by Employment Services, Inc. · EIN 383637814 · Plan #001

Total assets
$104M
Net assets
$104M
Active participants
1,210
With balances
776

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners, Llc Investment advisory (plan) $80,164
John Hancock Recordkeeping, Participant loan processing, Recordkeeping fees $79,470