The Carlstar Group Llc 401(k) Plan
Sponsored by The Carlstar Group Llc · EIN 383918236 · Plan #001
- Total assets
- $68.9M
- Net assets
- $68.9M
- Active participants
- 849
- With balances
- 1,429
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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
| 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 | $200,764 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $23,471 |
| Mercer Global Advisors Inc | Investment advisory (plan) | $12,500 |
| Empower Advisory Group, Llc | Investment management | $677 |