# Capital Investment Services Of America, INC. DC Plan
Source: https://planprovider.pro/companies/capital-investment-services-of-america-inc-391344581-002

> Capital Investment Services Of America, INC.'s DC plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Investment Services Of America, INC.

- **Sponsor EIN:** 391344581

- **Sponsor Address:** 111 E WISCONSIN AVE STE 1310, MILWAUKEE, WI, 532024812

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 11

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11|$16.9M|$385,050|$0|

| 2023|10|$15.1M|$330,590|$0|

| 2022|10|$12.2M|$298,350|$0|

## Similar Plans

- [Artisan Partners Holdings LP](https://planprovider.pro/companies/artisan-partners-holdings-lp-401k-plan) — 542 participants

- [Jacobus Energy, LLC](https://planprovider.pro/companies/jacobus-energy-llc-plan-001) — 479 participants

- [Annex Wealth Management, LLC](https://planprovider.pro/companies/annex-wealth-management-llc-401k-plan) — 148 participants

- [Crabel Capital Management, LLC](https://planprovider.pro/companies/crabel-capital-management-llc-401k-plan) — 98 participants

- [Dana Investment Advisors INC.](https://planprovider.pro/companies/dana-investment-advisors-inc-401k-plan) — 62 participants

- [Heartland Advisors, INC.](https://planprovider.pro/companies/heartland-advisors-inc-401k-plan) — 50 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capital-investment-services-of-america-inc-391344581-002)

© 2026 PlanProvider.Pro