AUMdb

Crosspoint 401(k) Retirement Plan

Sponsored by Crosspoint Human Services · EIN 371085771 · Plan #001

Total assets
$2.6M
Net assets
$2.6M
Active participants
104
With balances
129

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,100