Dan Cristiani Enterprises 401(k) Retirement Savings Plan
Sponsored by Dan Cristiani Excavating Co., Inc. · EIN 351284281 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 242
- With balances
- 266
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $23,324 |
| Securities America Advisor Inc | Investment advisory (plan) | $19,758 |
| Osaic Wealth Inc | Investment advisory (plan) | $7,262 |