Carolina Beverage Group Llc 401(k) Retirement Plan
Sponsored by Carolina Beverage Group, Llc · EIN 611669373 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 538
- With balances
- 241
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $33,050 |
| Global Retirement Partners Llc | Investment advisory (plan) | $12,500 |
| Empower Advisory Group, Llc | Investment management | $2,801 |