AUMdb

Carolina Neurosurgery & Spine Associates, Pa Employees Savings Plan

Sponsored by Carolina Neurosurgery & Spine Associates Pa · EIN 560963485 · Plan #003

Total assets
$109M
Net assets
$109M
Active participants
477
With balances
588

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
Captrust Financial Advisors Investment advisory (plan), Investment management $85,092
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $31,911