Waldorf Ford, Inc. Salary Deferral 401(k) Profit Sharing Plan
Sponsored by Waldorf Ford, Inc. · EIN 521918602 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 874
- With balances
- 701
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) | $79,636 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $63,741 |