Caravel Autism Health, Llc 401(k) Plan
Sponsored by Caravel Autism Health, Llc · EIN 271278853 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 1,556
- With balances
- 1,841
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $100,449 |
| Bank Of America Na | Consulting (general), Insurance services, Investment advisory (plan) | $65,212 |