Carolina Wholesale Group 401(k) Plan
Sponsored by Carolina Wholesale Group, Inc. · EIN 201365612 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 165
- With balances
- 170
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 |
|---|---|---|
| Merrill Lynch Eps | Investment advisory (participants) | $21,101 |
| Merrill Lynch Fas | Investment advisory (participants) | $16,881 |
| John Hancock Life Insurance | Recordkeeping, Investment management, Sub-transfer agency fees | $0 |