Carle Profit Sharing Plan
Sponsored by Carle Holding Company, Inc. · EIN 371188284 · Plan #002 · Urbana, IL
- Total assets
- $330M
- Net assets
- $330M
- Active participants
- 1,869
- With balances
- 2,394
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cozad Asset Management Inc CRD 104764 | deterministic · 100% | 2024 |
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Ruedi Wealth Management, Inc. CRD 173262 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cozad Asset Management Inc. | Insurance agents and brokers, Investment management | $62,081 |
| Choreo Llc | Insurance agents and brokers, Investment management | $31,381 |
| Creative Planning Llc | Insurance agents and brokers, Investment management | $18,673 |
| Ruedi Wealth Mgmt Inc. | Insurance agents and brokers, Investment management | $16,327 |
| Charles Schwab Bank | Insurance agents and brokers, Investment management | $26 |