Plan Snapshot
- Plan Sponsor: The Capfinancial Group, LLC (EIN 474009638)
- Plan Type: 401(k)
- Total Participants: 1,701
- Total Assets: $323.3M
- Sponsor State: NC
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,701 | $323.3M | $12.0M | $20.9M |
| 2023 | 1,563 | $255.5M | $10.8M | $18.5M |
| 2022 | 1,307 | $186.1M | $8.4M | $15.0M |
Service Providers
- BATCHELOR TILLERY AND ROBERTS LLP — Accountant / Independent Qualified Public Accountant