Creform Corporation 401(k) Retirement Plan
Sponsored by Creform Corporation · EIN 570934092 · Plan #003
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 118
- With balances
- 119
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 |
|---|---|---|
| Newedge Advisors, Llc CRD 171351 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $21,349 |
| New Edge Advisors Llc | Investment advisory (plan) | $18,454 |
| Empower Advisory Group, Llc | Investment management | $5,117 |
| Ascensus Holdings Inc Dba Futurepla | Contract administrator | $1,820 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $1,813 |