Crescent Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by Crescent Industries, Inc. · EIN 231497579 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 155
- With balances
- 150
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Fin Svcs Advisors | Investment advisory (plan) | $34,462 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $29,959 |
| Blue Ridge Esop Associates | Contract administrator | $3,570 |