Carnegie Dartlet, Llc 401(k) Plan
Sponsored by Carnegie Dartlet Llc · EIN 853168237 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Ccg Wealth Management, Llc CRD 296985 | fuzzy_auto · 97% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ccr Wealth Management | Investment advisory (participants) | $39,515 |
| July Business Services, Llc | Recordkeeping | $37,087 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional) | $9,256 |
| Sageview Advisory Group,Llc | Investment advisory (participants) | $7,162 |
| Admin Group Dba Tag Resources | Recordkeeping, Participant loan processing, Finders' fees/placement fees | $1,563 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12 |