Creighton Brothers Crystal Lake Eggspress 401 K Profit Sharing Plan And Trust
Sponsored by Creighton Brothers Llc · EIN 351745669 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 140
- With balances
- 118
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sym Financial Corporation | Investment advisory (participants), Investment advisory (plan), Investment management | $41,861 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $13,818 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $2,408 |