AUMdb

Crdf Retirement Plan And Trust

Sponsored by Crdf Retirement Plan And Trust · EIN 541773406 · Plan #001

Total assets
$34.2M
Net assets
$34.2M
Active participants
185
With balances
437

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Recordkeeping fees, Account maintenance fees $8,970