AUMdb

Crete Carrier Corporation 401(k) Profit Sharing Plan

Sponsored by Crete Carrier Corporation · EIN 470496288 · Plan #001

Total assets
$353M
Net assets
$352M
Active participants
5,844
With balances
10,470

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Union Bank & Trust Company Claims processing, Recordkeeping, Trustee (institutional) $1,232,912
Matrix Clearance And Settlement Securities brokerage, Sub-transfer agency fees $0