AUMdb

Carexm, Llc 401(k) Retirement Savings Plan

Sponsored by Carexm, Llc · EIN 850895176 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
465
With balances
231

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
John Hancock Life Insurance Co. Recordkeeping, Float revenue, Investment management $65,894
Empower Annuity Insurance Co. Recordkeeping fees $275