Crowley Fleck Pllp Profit Sharing Plan And Trust
Sponsored by Crowley Fleck Pllp · EIN 810122795 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 234
- With balances
- 282
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Interstate Wealth Management | Other fees | $112,287 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $50,943 |
| Empower Advisory Group, Llc | Investment management | $17,509 |
| Morgan Stanley | Investment advisory (plan) | $6,122 |