AUMdb

Caruso, Inc. 401(k) Profit Sharing Plan

Sponsored by Caruso, Inc. · EIN 310595848 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
358
With balances
129

Plan year beginning 10/01/2024 · 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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $31,062