Creare 401(k) Savings And Retirement Plan And Trust
Sponsored by Creare Llc · EIN 020259551 · Plan #003
- Total assets
- $57.7M
- Net assets
- $57.7M
- Active participants
- 208
- With balances
- 282
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan), Account maintenance fees | $67,477 |
| Third Party Administrators, Inc | Contract administrator, Consulting fees | $1,100 |
| Capital Group Retirement Plan Serv | Other services, Recordkeeping fees | $550 |