AUMdb

Crm Rental Management, Inc. Profit Sharing And Employee Savings Plan

Sponsored by Crm Rental Management, Inc. · EIN 160984838 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
199
With balances
97

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
Nbt Bank N.A. Trustee (institutional) $22,649
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0