AUMdb

Autism Society Of North Carolina 401(k) Profit Sharing Plan

Sponsored by Autism Society Of North Carolina, Inc. · EIN 237087887 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
735
With balances
203

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $27,094
Investment advisory (participants), Investment advisory (plan) $24,580
Elliott Group Cpa's, Pllc Accounting $15,000