Crisdel Profit Sharing Plan
Sponsored by Crisdel Group, Inc. · EIN 222382970 · Plan #002
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 153
- With balances
- 177
Plan year beginning 04/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo | Investment management | $167,812 |
| Charles Schwab | Investment management | $25,804 |