The Carol Woods Retirement Plan
Sponsored by The Chapel Hill Residential Center, Inc. · EIN 237271041 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 384
- With balances
- 369
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $16,801 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $8,855 |