AUMdb

Conres Smart Retire Plan

Sponsored by Continental Resources, Inc. · EIN 042297141 · Plan #001

Total assets
$86.3M
Net assets
$86.3M
Active participants
297
With balances
389

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
Retirement Resources Investment Corporation CRD 47723 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Retirement Resources Investment Investment advisory (plan) $51,882
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $49,672