AUMdb

Cmr 401(k)/Profit Sharing Plan

Sponsored by Claims Management Resources, Inc. · EIN 731399656 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
226
With balances
274

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
Bokf, Na Custodial (securities), Trustee (institutional), Trustee (directed) $45,313