Caritas Management Corp. 401(k) Profit Sharing Plan & Trust
Sponsored by Caritas Management Corp. · EIN 942921688 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 198
- With balances
- 217
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 |
|---|---|---|
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $20,413 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $4.2M | 198 | ack 20251003154735NAL0002586496001 |
| 01/01/2021 | $3.0M | 163 | ack 20250702165045NAL0007728835001 |
| 01/01/2020 | $2.8M | 134 | ack 20250630165617NAL0011420833001 |