AUMdb

C.C. Creations, Ltd. Retirement Savings Plan

Sponsored by C.C. Creations, Ltd. · EIN 202419975 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
326
With balances
290

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $25,190
Nova 401(k) Associates Contract administrator $6,545