Plan Snapshot
- Plan Sponsor: Carson Group Holdings, LLC (EIN 371808406)
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $40.2M
- Sponsor State: IL
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 416 | $40.2M | $2.0M | $5.0M |
| 2023 | 395 | $29.1M | $1.8M | $4.2M |
| 2022 | 345 | $18.6M | $1.5M | $3.2M |
Service Providers
- METZ CPA,PLLC — Accountant / Independent Qualified Public Accountant