AUMdb

National Capitol Contracting, Llc 401(k) Plan

Sponsored by National Capitol Contracting, Llc · EIN 223863092 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
171
With balances
124

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $33,797
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $14,967