Joseph P. Carrara & Sons, Inc. 401(k) And Profit Sharing Plan
Sponsored by Joseph P. Carrara & Sons, Inc. · EIN 030212647 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 103
- With balances
- 113
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $45,954 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,012 |
| Empower Annuity Insurance Company | Recordkeeping fees | $825 |