AUMdb

Carley Corporation 401(k) Plan

Sponsored by Carley Corporation · EIN 593067791 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
141
With balances
230

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
Vanguard Group, Inc. Recordkeeping $21,529
Resources Investment Advisors Investment advisory (plan) $20,000
One Digital Investment Advisors Investment advisory (plan) $8,274
Economic Group Pension Services Other services $8,085