Carotek, Inc. 401(k) Profit Sharing Plan
Sponsored by Carotek, Inc. · EIN 561712853 · Plan #002
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 177
- With balances
- 191
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Participant loan processing | $41,354 |
| One Digital Investment Advisors | Investment advisory (plan), Other fees, Direct payment from the plan | $17,848 |