The 401(k) Stock Purchase Plan For Employees Of Cullen/Frost Bankers, Inc. And Its Affiliates
Sponsored by Cullen/Frost Bankers, Inc. · EIN 741751768 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 5,979
- With balances
- 6,967
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $471,256 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $57,295 |
| Aon Consulting, Inc. | Consulting (general) | $9,833 |