AUMdb

Caravan Facilities Management Union 401(k) Plan

Sponsored by Caravan Facilities Management L.L.C · EIN 383376680 · Plan #002

Total assets
$6.2M
Net assets
$6.2M
Active participants
586
With balances
372

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
Great Lakes Pension Associate, Inc. Participant loan processing, Direct payment from the plan, Other fees $34,750
Capital Group Retirement Plan Servi Recordkeeping fees $13,802
Capital Bank And Trust Company Trustee (institutional) $0