Carter Jones Companies 401(k) Retirement Plan
Sponsored by Carter Jones Companies, Inc. · EIN 341128274 · Plan #001
- Total assets
- $167M
- Net assets
- $167M
- Active participants
- 3,953
- With balances
- 5,964
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 |
|---|---|---|
| Usi Consulting Group | Recordkeeping fees | $82,477 |
| Charles Schwab | Custodial (securities), Trustee (institutional), Direct payment from the plan | $65,839 |