AUMdb

Creative & Response Research Services, Inc. Eps And 401 K Plan

Sponsored by Creative & Response Research Inc · EIN 362441654 · Plan #001

Total assets
$34.1M
Net assets
$34.1M
Active participants
121
With balances
166

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
Mariner Wealth Advisors, Llc Recordkeeping, Consulting (pension), Direct payment from the plan $31,934
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $19,721
Dufek & Company Llc Recordkeeping, Consulting (pension), Direct payment from the plan $6,375
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0