AUMdb

Carson Medical Group 401(k) Retirement Plan

Sponsored by Carson Medical Group · EIN 880133501 · Plan #001

Total assets
$36.9M
Net assets
$36.9M
Active participants
193
With balances
184

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
Dsr Cpa And Consultants Accounting $8,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$18,703