Computer Aid, Inc. 401 K Profit Sharing Plan
Sponsored by Computer Aid, Inc. · EIN 232180878 · Plan #004
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 2,060
- With balances
- 2,887
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $243,212 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment advisory (plan) | $105,000 |
| Baker Tilly Us, Llp | Other fees | $17,667 |