AUMdb

Carerite Centers, Llc 401(k) Plan

Sponsored by Carerite Centers, Llc · EIN 452505538 · Plan #003

Total assets
$31.8M
Net assets
$31.8M
Active participants
2,409
With balances
706

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Robin S. Weingast & Associates, Inc Contract administrator $140,953
Empowerannuityinsurancecompanyofame Recordkeeping fees $68,895
Leafhouse Financial Advisors Llc Other fees $15,694
Empower Advisory Group, Llc Investment management $9,998