Safe Harbor 401(k) Profit Sharing Plan For Employees Of Capstone Community Action, Inc.
Sponsored by Capstone Community Action, Inc · EIN 030216254 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 175
- With balances
- 233
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Contract administrator | $20,095 |
| World Investment Advisors Llc. | Investment advisory (plan) | $10,500 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,285 |