AUMdb

Carlthorp School 401(k) Plan

Sponsored by Carlthorp School · EIN 953512203 · Plan #002

Total assets
$17.0M
Net assets
$17.0M
Active participants
72
With balances
126

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
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $1,660