New Carbon Company, Llc 401(k) Retirement Plan
Sponsored by New Carbon Company, Llc · EIN 383872835 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 263
- With balances
- 353
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 |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Recordkeeping | $19,339 |
| Retirement Plan Consultants, Inc. | Participant loan processing, Direct payment from the plan, Distribution (12b-1) fees | $15,967 |
| Embree Financial Group | Investment management | $9,905 |