Carolina Village, Inc. Tax Sheltered Annuity Plan
Sponsored by Carolina Village, Inc. · EIN 237179679 · Plan #002
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 374
- With balances
- 381
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $51,692 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $14,760 |