Crews & Associates Inc. 401(k) Plan
Sponsored by Crews & Associates, Inc. · EIN 710522369 · Plan #001
- Total assets
- $47.8M
- Net assets
- $47.8M
- Active participants
- 183
- With balances
- 188
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 |
|---|---|---|
| Financial Management, Inc. CRD 108350 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis, Llp | Contract administrator, Recordkeeping, Consulting (pension) | $75,351 |
| Newport Group, Inc. | Recordkeeping, Direct payment from the plan, Other fees | $22,893 |
| Financial Management Inc | Investment advisory (plan), Direct payment from the plan | $17,838 |
| Ascensus Llc | Other commissions, Participant loan processing, Recordkeeping fees | $6,930 |