AUMdb

T M Carey & Associates Profit Sharing Plan

Sponsored by T M Carey & Associates · EIN 382978583 · Plan #001 · Troy, MI

Total assets
—
Net assets
—
Active participants
2
With balances
2

Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account

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
Equitable Financial Life Insurance Participant loan processing, Product termination fees, Investment management $0