Cra International 401(k) Plan
Sponsored by Cra International, Inc. · EIN 042372210 · Plan #001
- Total assets
- $334M
- Net assets
- $334M
- Active participants
- 850
- With balances
- 1,742
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 |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Tortoise Investment Management, Llc CRD 128723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $115,864 |
| Rocaton Investment Advisors Llc | Investment management, Direct payment from the plan | $81,915 |
| Goldman Sachs Asset Management | Investment management, Direct payment from the plan | $41,241 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $29,875 |
| Tortoise Investment Management | Investment advisory (participants), Direct payment from the plan | $6,894 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $578 |