Crescent Electric Supply Company 401(k) Plan
Sponsored by Crescent Electric Supply Company · EIN 420201220 · Plan #002
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 1,836
- With balances
- 2,471
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $132,550 |
| Ubs Financial Services Inc | Investment advisory (plan), Direct payment from the plan | $45,301 |
| Morningstar | Investment advisory (participants), Direct payment from the plan | $1,046 |