AUMdb

Carousel Development & Restoration, Inc. 401(k) Profit

Sponsored by Carousel Development & Restora · EIN 592025370 · Plan #002

Total assets
$4.1M
Net assets
$4.1M
Active participants
55
With balances
113

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $10,630
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0