AUMdb

Carrabbas 401(k) Plan

Sponsored by Carrabbas · EIN 760394976 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
559
With balances
114

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
Legacy Wealth Management Inc CRD 108619 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Legacy Asset Management, Inc Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $17,136