Carrix, Inc. 401(k) Plan For Union Employees
Sponsored by Carrix, Inc. · EIN 911653735 · Plan #004
- Total assets
- $83.8M
- Net assets
- $83.8M
- Active participants
- 1,918
- With balances
- 1,309
Plan year beginning 02/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $69,219 |
| Kestra Advisory Services | Consulting (general), Investment advisory (plan) | $7,098 |