Carr Properties 401(k) Retirement Plan
Sponsored by Carr Properties Services Subsidiary Corporation · EIN 202552269 · Plan #001
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 126
- With balances
- 193
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $52,537 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $46,269 |