AUMdb

Carlie Cs 401 K Plan

Sponsored by Carlie Cs Operation Center Inc. · EIN 561275088 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
1,179
With balances
197

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
Bernard Robinson & Co Accounting, Direct payment from the plan $9,000
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $5,596
Edward D Jones And Co Consulting (general), Consulting fees $0