Silvercrest Properties 401(k) Profit Sharing Plan
Sponsored by Silvercrest Properties, Llc · EIN 411911238 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 543
- With balances
- 176
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial, L | Investment advisory (plan), Consulting fees | $21,113 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $15,887 |