AUMdb

Cri Profit Sharing 401 K Plan

Sponsored by Cri Advantage, Inc. · EIN 820424286 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
106
With balances
139

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
Asset Consulting Group, Llc CRD 107574 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Asset Consulting Group, Inc. Investment advisory (plan) $14,427
Empower Annuity Ins. Co. Of America Recordkeeping fees $10,312
Pinnacle Pension Services, Inc. Contract administrator $6,873