The Carol Woods Profit Sharing Plan
Sponsored by Carol Woods Retirement Center · EIN 237271041 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 253
- With balances
- 276
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $15,918 |
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $14,204 |
| Nextcapital Group, Inc. | Investment advisory (plan), Other fees, Direct payment from the plan | $100 |