AUMdb

Crittenton Consulting Group, Inc. 401(k) Plan

Sponsored by Crittenton Consulting Group Inc. · EIN 260005659 · Plan #003

Total assets
$2.0M
Net assets
$2.0M
Active participants
46
With balances
77

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $26,400
Orenda Retirement Llc Contract administrator, Shareholder servicing fees, Other fees $6,642
Signature Estate Securities, Llc Other services, Other fees $0
Wilshire Advisors, Llc Investment advisory (plan), Other investment fees and expenses $0