Profit Sharing And 401(k) Plan For Employees Of Carlton Fields
Sponsored by Carlton Fields, P.A. · EIN 591233896 · Plan #002
- Total assets
- $316M
- Net assets
- $316M
- Active participants
- 666
- With balances
- 909
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $102,791 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $43,035 |
| Bks Financial Investments Llc | Investment management, Direct payment from the plan | $16,000 |
| Assurance Dimensions | Accounting, Direct payment from the plan | $11,000 |
| The Baldwin Group Wealth Advis | Investment management, Direct payment from the plan | $8,000 |