AUMdb

Carolina Meadows 403(b) Retirement Plan

Sponsored by Carolina Meadows, Inc. · EIN 561380014 · Plan #001

Total assets
$16.0M
Net assets
$16.0M
Active participants
526
With balances
762

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $18,238
Empower Advisory Group Llc Investment management $492