Carter Mario P.C. 401(k) Profit Sharing Plan And Trust
Sponsored by Carter Mario P.C. · EIN 061277333 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 121
- With balances
- 215
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates | Investment advisory (participants) | $33,977 |
| Associated Pension Consultants | Other services | $0 |
| Voya Retirement Ins & Annuity Co | Recordkeeping fees | $0 |