Carter Ledyard & Milburn Llp 401(k) Retirement Plan
Sponsored by Carter Ledyard & Milburn Llp · EIN 134986540 · Plan #001
- Total assets
- $99.7M
- Net assets
- $99.7M
- Active participants
- 115
- With balances
- 128
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 | -$73,691 |