AUMdb

J.A. Croson, Llc 401(k) Profit Sharing Plan

Sponsored by J.A. Croson, Llc · EIN 200751984 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
198
With balances
101

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $29,242
Onedigital Investment Advisors Llc Investment advisory (plan) $13,109
Empower Advisory Group, Llc Investment management $2,983