Careabout 401(k) Plan
Sponsored by Careabout Mso, Llc · EIN 874407782 · Plan #001
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 1,740
- With balances
- 1,702
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $72,013 |
| Alliant Retirement Services | Investment advisory (plan) | $41,247 |
| Kaufman Rossin Cpas | Consulting (general) | $13,125 |
| Pnc Institutional Asset Management | Consulting (general) | $12,976 |