Capital Management Services, Lp 401(k) Retirement Plan
Sponsored by Capital Management Services, Lp · EIN 331095529 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.7M
- Active participants
- 661
- With balances
- 649
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $5,683 |
| Osaic Wealth Inc | Other commissions | $0 |
| National Financial Services Llc | Finders' fees/placement fees | $0 |