The Cramer Krasselt Profit Sharing/401(k) Plan
Sponsored by Cramer Krasselt Co. · EIN 390227400 · Plan #002
- Total assets
- $88.8M
- Net assets
- $88.8M
- Active participants
- 143
- With balances
- 399
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Annex Advisory Services, Llc CRD 127987 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $48,925 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $37,997 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $9,862 |
| Annex Advisory Services Llc | Investment advisory (participants), Direct payment from the plan | $5,959 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,372 |