Carithers Wallace Courtenay 401(k) Retirement Plan
Sponsored by Carithers Wallace Courtenay, Llc · EIN 582576531 · Plan #001
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 103
- With balances
- 137
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) | $69,334 |
| Bank Of America Na | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $29,047 |