Camelot Community Care, Inc. Retirement Plan
Sponsored by Camelot Community Care, Inc. · EIN 311659302 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 1,069
- With balances
- 1,183
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner Smith | Investment advisory (plan) | $49,527 |
| R.J.L. Pension Services, Inc. | Contract administrator | $47,071 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $14,143 |
| Empower Advisory Group, Llc | Investment management | $1,270 |