AUMdb

Profit Sharing & Savings Plan For Employees Of Cranesville Block Co.,

Sponsored by Cranesville Block Co., Inc. · EIN 141424795 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
178
With balances
191

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $73,882
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan), Direct payment from the plan $36,359
West & Company Cpa Pc Accounting, Direct payment from the plan $10,750