Cresset Administrative Services Corporation 401(k) Plan
Sponsored by Cresset Administrative Services Corporation · EIN 832030745 · Plan #001
- Total assets
- $48.1M
- Net assets
- $48.1M
- Active participants
- 524
- With balances
- 601
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Shareholder servicing fees | $80,648 |
| Definiti Llc | Contract administrator | $10,275 |
| Creative Planning Llc | Investment advisory (plan) | $10,000 |