AUMdb

John H. Carter Co., Inc. 401(k) Profit Sharing Plan

Sponsored by John H. Carter Co., Inc. · EIN 720494338 · Plan #002

Total assets
$45.1M
Net assets
$45.1M
Active participants
803
With balances
816

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $73,294
Capfinancial Partners Llc Consulting (general) $67,500