Crowne Partners, Inc. 401(k) Plan
Sponsored by Crowne Partners, Inc. · EIN 631056824 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 177
- With balances
- 119
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Warren Averett, Llc | Accounting | $14,500 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $4,821 |
| Morgan Stanley Smith Barney Llc | Other fees | $0 |