Cranfill Sumner Llp 401 K Plan
Sponsored by Cranfill Sumner Llp · EIN 561211481 · Plan #001 · Raleigh, NC
- Total assets
- $64.0M
- Net assets
- $64.0M
- Active participants
- 182
- With balances
- 243
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 |
|---|---|---|
| Guardian Wealth Partners, Llc CRD 310203 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guardian Wealth Partners Llp | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $53,201 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $31,015 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Shareholder servicing fees | $0 |