R.W. Troxell & Company 401(k) Profit Sharing Plan
Sponsored by R.W. Troxell & Company · EIN 370902741 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 105
- With balances
- 122
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 |
|---|---|---|
| Crumly And Associates, Incorporated CRD 168998 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Consulting Group, Inc | Plan administrator, Named fiduciary, Direct payment from the plan | $25,478 |
| Crumly And Associates Incorporated, | Investment advisory (participants), Investment advisory (plan), Investment management | $25,478 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $12,672 |
| Kerber, Eck & Braeckel Llp | Accounting, Direct payment from the plan | $10,950 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $5,048 |