AUMdb

Croell, Inc. 401(k) Plan

Sponsored by Croell, Inc. · EIN 421029170 · Plan #002

Total assets
$50.7M
Net assets
$50.7M
Active participants
1,053
With balances
1,199

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
John Hancock Retirement Plan Recordkeeping, Trustee (directed), Named fiduciary $152,548
L.M.Kohn & Company Investment advisory (participants), Recordkeeping fees $58,547
Paradigm Benefits Llc Recordkeeping, Participant loan processing, Recordkeeping fees $27,415