Carriage House Investments Company Employees' Profit Sharing Plan
Sponsored by Carriage House Investments Company · EIN 455621774 · Plan #003
- Total assets
- $61.6M
- Net assets
- $61.6M
- Active participants
- 280
- With balances
- 341
Plan year beginning 01/01/2024 · Profit-sharing
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Custodial (other), Investment management, Securities brokerage | $318,109 |