AUMdb

Clack Corporation Profit Sharing 401(k) Plan

Sponsored by Clack Corporation · EIN 390916000 · Plan #001

Total assets
$85.3M
Net assets
$85.3M
Active participants
417
With balances
510

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
Private Advisor Group, Llc CRD 155216 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $78,263
Private Advisor Group Investment management, Investment management fees (direct) $54,453
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0