What public Form 5500 filings show about the Capital Investments & Ventures Corp. 401(k) plan — and how to find and check your own account.
Capital Investments & Ventures Corp. (EIN 95-2964410) reports PADI SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $43.8M in plan assets across 182 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Capital Investments & Ventures Corp. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Capital Investments & Ventures Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRECEPT ADVISORY GROUP.
