AUMdb

Crown Services, Inc. 401(k) Ps Plan

Sponsored by Crown Services, Inc. · EIN 311022439 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
194
With balances
304

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $23,264
Everhart Advisors Investment advisory (plan), Direct payment from the plan $11,980