Cresa Partners Boston Inc. 401(k) Profit Sharing Plan
Sponsored by Cresa Partners Boston Inc · EIN 042887907 · Plan #002
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 95
- With balances
- 125
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 |
|---|---|---|
| Merrill Lynch Eps | Investment advisory (participants) | $57,903 |
| Merrill Lynch Fas | Investment advisory (participants) | $38,602 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $1,494 |