Carolina Dealerships Inc. 401(k) Plan
Sponsored by Carolina Dealerships Inc. · EIN 200465434 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 2,816
- With balances
- 2,866
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 Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $286,031 |
| Nova 401(k) Associates Lp | Recordkeeping, Participant loan processing, Recordkeeping fees | $152,507 |
| Administrative Fiduciary Services | Named fiduciary | $133,975 |
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan) | $115,479 |
| Lincoln National Corporation | Contract administrator | $37,153 |
| Forvis Llc | Accounting | $18,900 |