Crew Carwash 401 K Plan
Sponsored by Crew Carwash, Inc. · EIN 351445752 · Plan #002
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 463
- With balances
- 313
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $38,479 |
| Shepherd Financial Investment | Investment advisory (plan) | $15,000 |