Caris Science, Inc. 401(k) Plan
Sponsored by Caris Science, Inc. · EIN 453632909 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 1,760
- With balances
- 1,710
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $231,100 |
| Creative Planning Llc | Investment advisory (plan) | $50,000 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |