AUMdb

Caravel Academy 401(k) Plan

Sponsored by Caravel Academy · EIN 222602110 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
141
With balances
130

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
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $246