The Carroll School Retirement Plan
Sponsored by The Carroll School · EIN 042145258 · Plan #001
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 225
- With balances
- 358
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $32,298 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $480 |