Cary Oil Co., Inc. 401(k) Plan
Sponsored by Cary Oil Co., Inc. · EIN 560852011 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 189
- With balances
- 145
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 |
|---|---|---|
| Veratis Advisors, Inc. CRD 117892 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $20,562 |
| Veratis Advisors | Investment advisory (participants), Investment advisory (plan) | $15,819 |
| Lincoln National Corporation | Contract administrator | $11,012 |