Carter Healthcare, Llc 401(k) And Profit Sharing Plan
Sponsored by Carter Healthcare,Llc · EIN 731443438 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 169
- With balances
- 502
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Scp Retirement Services Llc | Other services | $20,708 |
| Morningstar Investment Management | Investment advisory (participants) | $9,112 |
| Voya Retirement Advisors | Investment advisory (participants) | $8,185 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $6,723 |