Careage 401(k) Plan
Sponsored by Senior Management Services, Llc · EIN 263988687 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 350
- With balances
- 638
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $32,094 |
| Triad Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $6,176 |