Carter Motors, Inc. 401(k) Plan
Sponsored by Carter Motors, Inc. · EIN 910721708 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 327
- With balances
- 362
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 |
|---|---|---|
| Oliver Capital Management, Llc CRD 127606 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $53,807 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $23,006 |
| Oliver Capital Management Inc | Investment advisory (plan) | $17,053 |