Carolina Asthma & Allergy Center, Pa 401(k) Plan
Sponsored by Carolina Asthma & Allergy Center, Pa · EIN 561227652 · Plan #002
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 176
- With balances
- 319
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $25,000 |
| The Vanguard Group | Recordkeeping, Direct payment from the plan | $17,148 |
| Qrps, Inc. | Recordkeeping | $2,450 |
| Ascensus | Custodial (other) | $0 |