Crown Castle Inc. 401(k) Plan
Sponsored by Crown Castle Inc. · EIN 760470458 · Plan #001
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 3,947
- With balances
- 6,081
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 |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
| Dinuzzo Private Wealth, Inc. CRD 112778 | deterministic · 100% | 2024 |
| Seven Hills Financial, Llc CRD 143190 | deterministic · 100% | 2024 |
| Rockwood Wealth Management, Llc CRD 137481 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Optima Capital Management Llc CRD 306036 | 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 | $157,094 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $27,708 |
| Abound Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $11,814 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $10,824 |
| Dinuzzo Private Wealth Inc | Investment advisory (participants), Direct payment from the plan | $9,702 |
| Seven Hills Financial Llc | Investment advisory (participants), Direct payment from the plan | $8,876 |
| Rockwood Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $6,280 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $6,142 |
| Optima Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $5,935 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $5,283 |