Capstone On Campus Management, Llc 401(k) Savings Plan
Sponsored by Capstone On Campus Mangement, Llc · EIN 562440563 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 297
- With balances
- 421
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Recordkeeping fees, Recordkeeping | $62,106 |
| Osaic Wealth Inc | Investment advisory (plan) | $47,527 |
| Royal Alliance Associates | Investment advisory (plan) | $14,872 |
| Advised Assets Group, Llc | Investment management | $737 |