AUMdb

Carroll Enterprises, Inc 401(k) Plan

Sponsored by Carroll Enterprises, Inc · EIN 042497441 · Plan #002 · Worcester, MA

Total assets
$23.2M
Net assets
$23.2M
Active participants
103
With balances
158

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
John Hancock Recordkeeping, Participant loan processing, Float revenue $50,542
Caron Bletzer Accounting $1,625