AUMdb

Caps Visual Communications, Llc 401(k) Plan

Sponsored by Caps Visual Communications, Llc · EIN 271498598 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
69
With balances
94

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $13,310
Plante & Moran Accounting $8,157