AUMdb

Crescent River Port Pilots' Association 401(k) Retirement Plan

Sponsored by Crescent River Port Pilots' Association · EIN 720162930 · Plan #002

Total assets
$208M
Net assets
$208M
Active participants
157
With balances
177

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
Strategic Investment Advisors, Llc CRD 151501 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Investment Advisors, Inc. Investment advisory (plan) $12,168
Fidelity Investments Institutional Recordkeeping fees, Securities brokerage commissions -$91,455