Active/Carter 401 K Plan
Sponsored by Active Manufacturing, Corp. · EIN 382682260 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 114
- 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Ins Co | Recordkeeping, Investment management, Sub-transfer agency fees | $1,432 |
| Wells Fargo Advisors Llc | Investment advisory (participants) | $0 |