Craig Realty Group Retirement Savings Plan
Sponsored by Eureka Realty Partners Inc Dba Craig Realty Group · EIN 330678874 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 576
- With balances
- 543
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,706 |
| Lpl Financial Corporation | Consulting (general), Insurance services, Investment advisory (plan) | $19,115 |
| Eureka Realty Partners Inc Dba Crai | Employee (plan sponsor) | $11,550 |