AUMdb

Clifford Fuel Co, Inc. Employees' 401(k) Savings & Profit Sharing Plan

Sponsored by Clifford Fuel Co, Inc. · EIN 150620960 · Plan #005

Total assets
$10.1M
Net assets
$10.1M
Active participants
174
With balances
209

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Empower Life & Annuity Insurance Co Recordkeeping fees $42,505
Envestnet Retirement Solutions, Llc Other fees $1,776
Actuarial Pension Analysts, Inc. Contract administrator $750
Morgan Stanley Smith Barney Other commissions $0