Carey Services, Inc. Employees Retirement Plan
Sponsored by Carey Services, Inc. · EIN 350965642 · Plan #002
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 225
- With balances
- 140
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,535 |
| Trinity Pension Consultants Inc | Contract administrator, Direct payment from the plan, Other fees | $6,237 |
| Lincoln National Corporation | Contract administrator | $74 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |