AUMdb

Construction Resources 401(k) Plan

Sponsored by Construction Resources Holdings, Llc · EIN 810763593 · Plan #001

Total assets
$24.9M
Net assets
$0
Active participants
0
With balances
0

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $52,421
World Investment Advisors Investment advisory (plan), Direct payment from the plan $36,691
Smith And Howard Pc Accounting, Direct payment from the plan $10,500