AUMdb

Crestline Pension Plan

Sponsored by Superior Fabrication Company Llc · EIN 200627546 · Plan #003

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Well Done, Llc CRD 173736 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Usi Consulting Group Actuarial, Recordkeeping, Consulting (pension) $96,550
Captrust Advisors, Llc Investment advisory (plan) $8,034