AUMdb

Carolina Services Of Fayetteville, Inc. And Affiliated Companies Employee Savings And Profit Sharing Plan And Trust

Sponsored by Carolina Services Of Fayetteville, Inc. · EIN 560890421 · Plan #333

Total assets
$2.6M
Net assets
$2.5M
Active participants
97
With balances
124

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $7,447
One Digital Investment Advisors Other fees, Investment advisory (plan), Direct payment from the plan $5,874
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $4,828