Carver Companies Profit Sharing/401(k) Plan
Sponsored by Carver Companies · EIN 464199811 · Plan #001
- Total assets
- $41.3M
- Net assets
- $41.3M
- Active participants
- 369
- With balances
- 480
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $180,782 |
| Teal, Becker And Chiaramonte Pc | Accounting, Direct payment from the plan | $11,000 |
| Equitable Network Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |