Crystal Clinic 401(k) Plan
Sponsored by Crystal Clinic 401(k) Plan · EIN 261130649 · Plan #001
- Total assets
- $90.7M
- Net assets
- $90.7M
- Active participants
- 785
- With balances
- 952
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Retirement Services Inc | Investment management, Direct payment from the plan, Recordkeeping fees | $45,294 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,494 |
| Cap Financial Partners Llc | Investment advisory (plan), Direct payment from the plan | $10,000 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Float revenue | $0 |