AUMdb

Crowley Webb And Associates Retirement Savings Plan

Sponsored by Crowley Webb And Associates, Inc · EIN 161281496 · Plan #002

Total assets
$10.7M
Net assets
$10.7M
Active participants
128
With balances
155

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $24,608
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Recordkeeping, Consulting (pension) $23,067
Adp Broker Dealer Other services, Other fees $0