Carmel Partners, Llc 401(k) Profit Sharing Plan
Sponsored by Carmel Partners Management Llc · EIN 853272514 · Plan #001
- Total assets
- $49.1M
- Net assets
- $49.1M
- Active participants
- 307
- With balances
- 439
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $55,429 |
| Pension Assurance Llp | Accounting | $22,000 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $19,070 |