AUMdb

S. Abraham & Sons 401(k) Retirement Savings Plan

Sponsored by S. Abraham & Sons, Inc. · EIN 381743581 · Plan #003

Total assets
$31.8M
Net assets
$31.8M
Active participants
557
With balances
631

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 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $95,543
Empower Annuity Insurance Company Recordkeeping fees $72,979