Carmax, Inc. Pension Plan
Sponsored by Carmax, Inc. · EIN 541821055 · Plan #004
- Total assets
- $199M
- Net assets
- $199M
- Active participants
- 2,393
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon | Recordkeeping, Direct payment from the plan | $679,155 |
| Principal | Trustee (institutional), Investment management, Trustee (directed) | $196,000 |
| William M Mercer | Actuarial, Direct payment from the plan | $112,213 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $15,000 |