Sam Carbis Solutions Group, Llc 401(k) Plan
Sponsored by Sam Carbis Solutions Group, Llc · EIN 463778984 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 145
- With balances
- 140
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Lattice Strategies Llc CRD 130373 | deterministic · 100% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price | Recordkeeping, Trustee (institutional), Trustee (directed) | $11,337 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Funds | Investment management, Shareholder servicing fees | $0 |
| Jpmorgan Funds | Investment management, Shareholder servicing fees | $0 |
| Hartford Funds | Investment management, Shareholder servicing fees | $0 |
| Neuberger Berman | Investment management, Shareholder servicing fees | $0 |