AUMdb

Crb Group, Inc 401(k) Plan

Sponsored by Crb Group, Inc. · EIN 843462211 · Plan #001

Total assets
$216M
Net assets
$216M
Active participants
1,016
With balances
1,496

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
Cbiz Investment Advisory Services, Llc CRD 286002 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
Cbiz Investment Advisory Services Investment advisory (plan) $89,180
Mhm Retirement Plan Solutions Contract administrator $49,040
Marksnelson Llc Accounting $31,025
Empower Annuity Insurance Company O Recordkeeping fees $27,673
Empower Advisory Group, Llc Investment management $12,341