Foundation For The Carolinas Dc Plan
Sponsored by Foundation For The Carolinas · EIN 566047886 · Plan #004
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 198
- With balances
- 265
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $50,347 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $10,927 |