Acr Homes, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Acr Homes, Inc. · EIN 411404883 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 816
- With balances
- 276
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | 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 | $68,928 |
| Christensen Group Financial Llc | Investment advisory (plan) | $15,000 |
| Smith Schafer & Associates, Ltd. | Accounting | $8,500 |