C. R. England, Inc. Profit Sharing
Sponsored by C.R. England, Inc. · EIN 870257969 · Plan #003
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 6,763
- With balances
- 4,258
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $163,233 |
| Soltis Investment Advisors Llc | Investment advisory (plan) | $34,894 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $30,074 |