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
- 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. |
|---|
| 2025 | 11 | $16.9M | $385,050 | $0 |
| 2024 | 11 | $16.9M | $385,050 | $0 |
| 2023 | 10 | $15.1M | $330,590 | $0 |
| 2022 | 10 | $12.2M | $298,350 | $0 |