Ca Carlin 401(k) Plan
Sponsored by Carlin Group Holdco · EIN 832787864 · Plan #001
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 371
- With balances
- 235
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 |
|---|---|---|
| Private Advisor Group Llc | Recordkeeping, Trustee (institutional), Other services | $27,459 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,751 |
| The Vanguard Group, Inc. | Recordkeeping | $5,666 |
| Ascensus Llc | Recordkeeping | $0 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |