Criswell Automotive 401(k) Plan
Sponsored by Criswell Chevrolet Inc. · EIN 520950184 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 344
- With balances
- 559
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $77,201 |
| Edward D Jones & Company | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $49,956 |
| Mesirow Financial, Inc. | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $5,144 |