Crown Motors, Ltd. 401(k) Plan
Sponsored by Crown Motors Ltd. · EIN 381588299 · Plan #001
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 202
- With balances
- 211
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 |
|---|---|---|
| Captrust Investment Advisors | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $59,008 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $16,145 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |