Crisis Prevention Institute, Inc. Retirement Plan Group Trust
Sponsored by Crisis Prevention Institute, Inc. · EIN 392012874 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 297
- With balances
- 378
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar Investment Management | Investment advisory (participants) | $23,693 |
| Cbiz Investment Advisory Services, | Investment advisory (participants) | $15,795 |
| Cbiz Benefits And Insurance Service | Other services | $0 |