Cypress Creek 401(k) Plan
Sponsored by Cypress Creek Renewables, Llc · EIN 465665726 · Plan #001
- Total assets
- $50.8M
- Net assets
- $50.8M
- Active participants
- 401
- With balances
- 703
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $79,748 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $72,941 |
| Lockton Investment Advisors | Investment management, Direct payment from the plan | $19,338 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $108 |