Scottie Hughes signed CARR, Allison, Oliver & Sisson, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CARR, Allison, Oliver & Sisson, P.C.'s EIN is 72-1351859.
Download the official 2024 Form 5500 (PDF) for CARR, Allison, Oliver & Sisson, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CARR, Allison, Oliver & Sisson, P.C.'s plan includes a default investment (QDIA), a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAHABA WEALTH MANAGEMENT | 27-0755780 | — | ADVISOR | $70K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $82.9M | 93.6% |
