AUMdb

Carolina Family Health Centers, Inc Plan

Sponsored by Carolina Family Health Centers, Inc. · EIN 582079819 · Plan #003

Total assets
$13.8M
Net assets
$13.8M
Active participants
265
With balances
261

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $74,628
One Digital Investment Advisors Other fees, Investment advisory (plan), Direct payment from the plan $33,682