The Carolinas Center For Medical Excellence 401(k) Plan
Sponsored by Medical Review Of North Carolina, Inc. · EIN 581567854 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 85
- 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 |
|---|---|---|
| Advisory Services Network, Llc CRD 146051 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advisory Services Network Llc | Investment advisory (plan) | $27,350 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $250 |