Crown Consulting, Inc. 401(k) Profit Sharing Plan
Sponsored by Crown Consulting, Inc. · EIN 521541418 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 207
- With balances
- 263
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc. | Investment advisory (participants) | $49,181 |
| Retirement Planners & Administrator | Consulting (pension) | $18,721 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $5,398 |