Careonsite Management, Inc. Employees' 401(k) & Profit Sharing Plan
Sponsored by Careonsite Management, Inc. · EIN 881146270 · Plan #002
- Total assets
- $16.0M
- Net assets
- $15.9M
- Active participants
- 476
- With balances
- 501
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $41,580 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,450 |