AUMdb

Crounse Corporation 401(k) Plan

Sponsored by Crounse Corporation · EIN 610426923 · Plan #003 · Paducah, KY

Total assets
$48.3M
Net assets
$48.3M
Active participants
382
With balances
333

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Procourse Fiduciary Advisors, Llc CRD 164328 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $41,630
Strategic Advisors, Inc. Investment advisory (plan) $36,698
Procourse Fiduciary Advisors Llc Investment advisory (plan) $22,498