AUMdb

Crystal Distribution, Inc. 401(k) Savings Plan

Sponsored by Crystal Distribution, Inc. · EIN 411781476 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
249
With balances
150

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Investment management, Shareholder servicing fees $25,353
Ryan Financial Group Llc Investment management fees (direct) $22,316
Commonwealth Financial Network Securities brokerage $6,330
Matrix Trust Company Custodial (other), Custodial (securities), Trustee (institutional) $0
Mscs Fs Div Of Broadridge Bpo, Llp Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees $0