AUMdb

Crossroads Trailer Sales & Service, Inc. 401(k) Employee Savings &

Sponsored by Crossroads Trailer Sales & Service, Inc. · EIN 411551723 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
122
With balances
121

Plan year beginning 09/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Murray Financial Group, Llc CRD 157626 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 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 $43,208
Murray Financial Group, Llc Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0