Crowley Retirement Income System Plan Rsa
Sponsored by Crowley Holdings Inc. · EIN 510667862 · Plan #007
- Total assets
- $411M
- Net assets
- $411M
- Active participants
- 1,548
- With balances
- 2,235
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 |
|---|---|---|
| Capital Research & Consulting Llc CRD 109868 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Research & Consulting Llc | Investment advisory (plan), Investment management | $161,767 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $147,818 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$86,081 |