Crafton, Tull & Associates, Inc. 401(k) Plan
Sponsored by Crafton, Tull & Associates, Inc . · EIN 710393591 · Plan #001
- Total assets
- $33.9M
- Net assets
- $33.9M
- Active participants
- 315
- With balances
- 410
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $58,504 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $51,897 |