AUMdb

Crowdstrike, Inc. Retirement Trust

Sponsored by Crowdstrike, Inc. · EIN 453135639 · Plan #001

Total assets
$481M
Net assets
$481M
Active participants
5,604
With balances
6,149

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning, Llc Investment advisory (plan) $75,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $65,217