Crowe & Dunlevy, A Professional Corporation, Profit Sharing And Thrift Plan
Sponsored by Crowe & Dunlevy, A Professional Corporation · EIN 731055796 · Plan #001
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 181
- With balances
- 304
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cayce Weems Dba Weems & Robertson | Other fees | $45,955 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $32,864 |
| Hogantaylor Llp | Other fees | $21,650 |
| Charles Schwab & Co, Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $2 |