AUMdb

Crs Onesource Retirement Savings Plan

Sponsored by Clark Restaurant Service, Inc. · EIN 610550222 · Plan #001

Total assets
$21.1M
Net assets
$21.1M
Active participants
187
With balances
221

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 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 $57,645
Robert W. Baird & Co. Incoporated Other services, Other fees $0
Nova 401(k) Associates Other services, Other fees $0
Wilshire Advisors, Llc Investment advisory (plan), Other investment fees and expenses $0