Carriage Services 401(k) Plan
Sponsored by Carriage Funeral Holdings, Inc. · EIN 760339922 · Plan #001
- Total assets
- $98.9M
- Net assets
- $98.9M
- Active participants
- 2,312
- With balances
- 2,770
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Empower Financial Advisors, Llc CRD 334722 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $34,132 |
| Capfinancial Partners Llc Dba | Other fees | $28,533 |
| Empower Financial Services, Inc. | Investment advisory (participants) | $18,184 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,432 |
| J P Morgan Broker Dealer Holdings | Investment advisory (plan) | $13,750 |
| Qdro Consultants Company, Llc | Other fees | $600 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $50 |
| Empower Financial Services, Inc. | Securities brokerage | $20 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |