AUMdb

Crossett, Inc. 401(k) Retirement Plan

Sponsored by Crossett, Inc. · EIN 250426840 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
198
With balances
234

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $68,011
Lpl Financial Llc Rpcp Investment advisory (plan), Direct payment from the plan $26,871
Cambridge Investment Research Advis Investment advisory (plan), Direct payment from the plan $10,596