AUMdb

Princess House, Inc. 401(k) Plan

Sponsored by Princess House, Inc. · EIN 223320693 · Plan #004

Total assets
$36.9M
Net assets
$36.9M
Active participants
165
With balances
211

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $49,279
Captrust Investment advisory (plan), Direct payment from the plan, Other fees $24,212