Carlton Group, Inc. 401(k) Savings Plan
Sponsored by Carlton Group, Inc. · EIN 560491507 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 115
- With balances
- 148
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 |
|---|---|---|
| Fund Direct Advisors Inc. CRD 155363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stanley Benefit Services | Recordkeeping, Participant loan processing, Participant communication | $27,305 |
| Pronvest | Investment management fees (direct) | $18,013 |
| Fund Direct Advisors | Investment advisory (plan) | $17,437 |