Luhr Crosby, Llc Employees Profit Sharing Plan And Trust
Sponsored by Luhr Crosby, Llc · EIN 871392081 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 194
- With balances
- 204
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 97% | 2024 |
| Chandler Asset Management Inc CRD 107287 | deterministic · 100% | 2024 |
| Cic, Llc CRD 311969 | fuzzy_auto · 93% | 2024 |
| Adelante Capital Management Llc CRD 107382 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Private Client | Investment advisory (participants), Investment advisory (plan), Investment management | $69,132 |
| Columbia Management Investment | Investment advisory (participants), Investment advisory (plan), Investment management | $30,274 |
| Chandler Asset Management | Investment advisory (participants), Investment advisory (plan), Investment management | $23,700 |
| Cibc | Investment advisory (participants), Investment advisory (plan), Investment management | $17,353 |
| Adelante Capital Management | Investment advisory (participants), Investment advisory (plan), Investment management | $7,940 |