Crowdstreet, Inc. 401(k) Plan
Sponsored by Crowdstreet, Inc. · EIN 462977615 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 106
- With balances
- 206
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $24,762 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,659 |
| Moss Adams Llp | Accounting | $6,300 |
| Newfront Retirement Services | $0 |