Chemtrade 401(k) Plan
Sponsored by Chemtrade Logistics, U.S. Inc. · EIN 522328922 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 757
- With balances
- 1,161
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $86,804 |
| Sageview Advisory Group | Investment advisory (plan), Consulting fees | $38,500 |
| Gallagher Benefit Services | Investment advisory (plan), Consulting fees | $16,500 |
| Crowe Llp | Accounting, Direct payment from the plan | $8,201 |