Teamcraft Roofing 401(k) Plan
Sponsored by Teamcraft Roofing · EIN 561986226 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 174
- With balances
- 114
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 95% | 2024 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdcollc | Investment advisory (plan) | $9,757 |
| World Investment Advisors Llc | Investment advisory (plan) | $4,543 |
| Benefits2 Administrators Llc | Contract administrator | $3,947 |
| Cota Street Inv Mngt | Investment management | $2,981 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |