Crookham Company Profit Sharing Plan
Sponsored by Crookham Company · EIN 820186906 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 127
- With balances
- 160
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $52,820 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $14,166 |