Carestar, Inc. Employee Stock Ownership Plan
Sponsored by Carestar, Inc. · EIN 311254105 · Plan #002
- Total assets
- $86.7M
- Net assets
- $86.7M
- Active participants
- 404
- With balances
- 693
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transition Finance Strategies, Llc | Contract administrator | $107,318 |
| Greatbanc | Trustee (institutional) | $23,300 |
| Vonlehman & Company, Inc. | Accounting | $13,600 |
| Comstock Valuation Advisors | Valuation | $12,378 |
| Charles Schwab & Co., Inc. | Investment management | $9,373 |