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Companies

companyCarr, Riggs, & Ingram, LLC
$328.2Mreported plan assets
EIN: 72-1396621Location: ALPlans: 2Participants: 5,428Latest: 2023
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Plans

planCarr, Riggs & Ingram, LLC 401(K) Plan & TrustFinancial statementProvider compensation2023 filing
$328.2Mreported assets (EOY)
Sponsor: Carr, Riggs & Ingram, LLCEIN: 72-1396621Plan: 001Participants: 2,717Assets: $328,162,952Net assets: $328.2MAssets / participant: $120.8KLocation: Enterprise, ALLatest: 2023
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planCarr Riggs & Ingram, LLC Flexible Benefit PlanProvider compensation2023 filing
Sponsor: Carr, Riggs, & Ingram, LLCEIN: 72-1396621Plan: 501Participants: 2,711Assets: not reported in the loaded datasetLocation: Enterprise, ALLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Carr, Riggs & Ingram, LLC 401(K) Plan & Trust
Sponsor: Carr, Riggs & Ingram, LLCEIN: 72-1396621Plan: 001Ack ID: 20250714130509NAL0001748928001
filing2023 Form 5500 — Carr Riggs & Ingram, LLC Flexible Benefit Plan
Sponsor: Carr, Riggs, & Ingram, LLCEIN: 72-1396621Plan: 501Ack ID: 20240716094042NAL0006008914004