Crestone Services Group 401(k) Plan
Sponsored by Crestone Services Group, Llc · EIN 472866430 · Plan #002
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 321
- With balances
- 257
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 |
|---|---|---|
| Cannon Capital Management, Inc. CRD 144247 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,909 |
| Cannon Capital Management Inc | Investment advisory (plan) | $17,140 |
| Gls Certified Public Accountants Pc | Accounting | $14,000 |
| Fiduciary Wise Llc | Other fees | $4,246 |
| Empower Advisory Group, Llc | Investment management | $936 |