The Green Family 401(k) Plan
Sponsored by Green Lincoln, Inc. · EIN 760734137 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 367
- With balances
- 186
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 |
|---|---|---|
| Crumly And Associates Incorporated, | Investment advisory (participants), Investment advisory (plan), Investment management | $32,829 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $24,902 |
| Sikich, Llc | Claims processing, Recordkeeping, Consulting (pension) | $11,250 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $2,588 |