C.A. Murren & Sons Company, Inc. Employee Savings Trust
Sponsored by C.A. Murren & Sons Company, Inc. · EIN 582047805 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 168
- With balances
- 195
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $35,057 |