AUMdb

Culver's 401(k) Plan

Sponsored by Clark Business Solutions, Llc · EIN 811265837 · Plan #001

Total assets
$1.1M
Net assets
$1.1M
Active participants
420
With balances
295

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
Heck Capital Advisors, Llc CRD 143848 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
Heck Capital Advisors Llc Investment advisory (plan) $2,982
Empower Annuity Insurance Company Investment advisory (plan) $2,134
Empower Advisory Group, Llc Investment management $1,909
Premier Retirementt Partners Llc Contract administrator $280