Carpionato Properties, Inc. 401(k) Plan
Sponsored by Carpionato Properties, Inc. · EIN 050474550 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 250
- With balances
- 174
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 |
|---|---|---|
| Locke Lord | Legal | $18,591 |
| Kahn, Litwin, Renza & Co., Ltd. | Legal | $16,800 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $465 |
| Kestra Investment Services Llc | Other commissions | $0 |