Dale Carnegie & Associates, Inc. Savings And Investment Plan
Sponsored by Dale Carnegie & Associates, Inc. · EIN 131805573 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 62
- With balances
- 110
Plan year beginning 04/01/2024 · 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 |
|---|---|---|
| Cetera Investment Advisers Llc | Recordkeeping, Trustee (institutional), Other services | $38,370 |