The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 50. The D/T Carson Enterprises Inc. Employees' 401k Retirement Savings Plan currently has over 300 active participants and over $2.9M in plan assets.
|1.||SSgA S&P 500 Index||16%|
|2.||American United Life Fixed Fund||15%|
|3.||Oppenheimer Global Opportunities||8%|
42882 Ivy Street
Murrieta, CA 92562
|Industry||Charter Bus Industry|
|Administrator||Dale E. Carson|
|Net Plan Assets||$2,910,000|
|Avg Account Balance||$17,000|
|Lee Jennings Target Express||67.2|
|Shoreline Marine Co.||64.9|
|Mergenthaler Transfer & Storage...||51.2|
|Board of Trustees of Labor...||48.9|
|Insurance Carrier||American United Life|
|Insurance Advisor/Broker||SagePoint Financial, Inc.|
|Recordkeeper||American United Life|
|Auditor||Roorda, Piquet & Bessee, Inc., CPAS|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.