Carey Profit Sharing And 401 K Plan
Sponsored by W. P. Carey Management Llc · EIN 883542403 · Plan #002
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 146
- With balances
- 248
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 |
|---|---|---|
| Nppg Investments Services, Llc | Recordkeeping, Trustee (institutional), Other services | $111,359 |
| Adp, Inc | Recordkeeping, Trustee (institutional), Participant loan processing | $20,837 |
| Pensionmark Financial Group, Llc | Recordkeeping, Trustee (institutional), Other services | $19,564 |