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

> Capital Investment Services Of America, INC.&#39;s DC plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Broadview Financial Management, LLC](https://planprovider.pro/companies/broadview-financial-management-llc-401k-plan) — 11 participants

- [Klcm Advisors, INC.](https://planprovider.pro/companies/klcm-advisors-inc-plan) — 9 participants

- [Leverty Financial Group, LLC](https://planprovider.pro/companies/leverty-financial-group-llc-plan) — 7 participants

- [Retirement Plan Solutions, INC.](https://planprovider.pro/companies/retirement-plan-solutions-inc-401k-plan-001) — 6 participants

- [Sunset Adventures Wealth Advisors](https://planprovider.pro/companies/sunset-adventures-wealth-advisors-plan) — 4 participants

- [Reinhart Partners, LLC](https://planprovider.pro/companies/reinhart-partners-llc-401k-plan) — 18 participants

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

&copy; 2026 PlanProvider.Pro
