Carson Wealth Management Group 401(k) Profit Sharing Plan
Sponsored by Carson Group Holdings, Llc · EIN 371808406 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 416
- With balances
- 497
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 |
|---|---|---|
| Dwc The 401(k) Experts | Claims processing | $328,374 |
| Pcs Retirement, Llc | Claims processing, Recordkeeping, Direct payment from the plan | $200,969 |
| Savant Capital Management | Trustee (discretionary), Investment advisory (participants), Investment advisory (plan) | $180,958 |