Carlson Toyota 401(k) Plan
Sponsored by Carlson Toyota · EIN 411792505 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 44
- With balances
- 84
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $11,478 |
| National Automobile Dealers Associa | Other fees | $6,567 |
| Capfinancial Partners Llc Dba Captr | Other fees | $1,094 |
| Northeast Retirement Services, Inc. | Contract administrator | $684 |