Carrix, Inc. Retirement Plan
Sponsored by Carrix, Inc. · EIN 911653735 · Plan #002
- Total assets
- $362M
- Net assets
- $362M
- Active participants
- 1,597
- With balances
- 1,538
Plan year beginning 02/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $68,348 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $63,423 |