AUMdb

Crate & Barrel Holdings, Inc. Retirement Savings Plan

Sponsored by Euromarket Designs, Inc. D.B.A. Crate & Barrel, Cb2, And Hudson Grace · EIN 362492854 · Plan #002

Total assets
$343M
Net assets
$343M
Active participants
7,357
With balances
9,107

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
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees, Finders' fees/placement fees, Participant loan processing $801,870
Mesirow Financial Investment Manage Investment management $383,549
Creative Planning Holdco Llc Dba Cr Investment advisory (plan) $50,000
Wipfli Llp Accounting $19,000