Cresa 401(k) Plan
Sponsored by Cresa Global, Inc. · EIN 814198347 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 624
- With balances
- 449
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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan) | $42,969 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,200 |
| Aggregate Retirement Admin Service | Contract administrator, Other services | $36,775 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,150 |