Carswell Group 401(k) Profit Sharing Plan
Sponsored by The Carswell Group, Inc. Dba Independent Management Service · EIN 382888423 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 300
- With balances
- 140
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
| Rhl Group, Llc CRD 330716 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (participants) | $9,975 |
| Rhl Group | Investment advisory (participants) | $6,489 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,804 |