AUMdb

Correct Craft Holding Company Retirement Plan

Sponsored by Correct Craft Holding Company, Llc · EIN 460635077 · Plan #001

Total assets
$49.8M
Net assets
$49.7M
Active participants
1,531
With balances
1,626

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Wellth Advisory Services, Llc CRD 330537 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $296,678
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan $25,461
Wealth Advsiory Services Investment advisory (plan), Direct payment from the plan $19,836
Economic Group Pension Services Inc Contract administrator, Other fees $425
Forvis Llp Accounting, Other fees $0