Crisp Shared Services, Inc. 403(b) Retirement Readiness Plan
Sponsored by Crisp Shared Services, Inc. · EIN 853328249 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 192
- With balances
- 204
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $58,646 |
| Northwestern Mutual Investment Serv | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |