AUMdb

Creek Enterprise 401(k) Plan

Sponsored by Creek Enterprise, Inc · EIN 020685190 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
160
With balances
154

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
L M Kohn & Company. Investment advisory (plan), Direct payment from the plan $9,320
United Of Omaha Participant loan processing, Other fees, Direct payment from the plan $3,325
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $2,184