Carr, Allison, Oliver & Sisson, Pc 401(k) Profit Sharing Plan
Sponsored by Carr, Allison, Oliver & Sisson, P.C. · EIN 721351859 · Plan #001
- Total assets
- $88.6M
- Net assets
- $88.6M
- Active participants
- 328
- With balances
- 297
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 |
|---|---|---|
| Cahaba Wealth Management, Inc. CRD 151675 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cahaba Wealth Management | Investment advisory (plan) | $70,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$6,005 |