Charles L. Crane Agency Company 401(k) Plan
Sponsored by Charles L. Crane Agency Company · EIN 431394059 · Plan #001
- Total assets
- $47.7M
- Net assets
- $47.7M
- Active participants
- 231
- With balances
- 226
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 |
|---|---|---|
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Strategies Investment Group | Investment advisory (plan) | $73,955 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $48,340 |
| Empower Financial Services, Inc. | Securities brokerage | $200 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |