AUMdb

Crl Technologies, Inc. 401(k) Plan

Sponsored by Crl Technologies, Inc. · EIN 205925428 · Plan #001

Total assets
$20.2M
Net assets
$20.2M
Active participants
136
With balances
190

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $40,176
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $5,274
Morningstar Retirement Manager Investment advisory (participants), Investment advisory (plan), Investment management $540
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0