Carter Funds Llc 401(k) Plan
Sponsored by Carter Funds Llc · EIN 842529306 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 213
- With balances
- 341
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 |
|---|---|---|
| Intac Actuarial Services Inc. | Consulting (pension) | $6,316 |
| Nationwide | Recordkeeping, Custodial (securities), Participant loan processing | $1,848 |
| Iron Co Fid | Other fees | $1,359 |
| Intac Actuarial Service | Consulting (pension) | $410 |
| Cetera Advisor Networks Llc | Other fees | $0 |