AUMdb

Crownquest 401(k) Plan

Sponsored by Crownquest Operating, L.L.C · EIN 752837284 · Plan #001

Total assets
$39.7M
Net assets
$39.7M
Active participants
54
With balances
223

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $65,077
Prime Capital Investment Advisors Investment advisory (plan) $32,439