Carr Supply 401(k) Profit Sharing Plan
Sponsored by Carr Supply Co. · EIN 461858691 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 222
- With balances
- 139
Plan year beginning 01/01/2020 · 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 |
|---|---|---|
| Lincoln Financial Advisors Corp. | Investment advisory (plan) | $23,417 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $15,576 |