AUMdb

Clean Water Action 401(k) Plan

Sponsored by Clean Water Action, Inc. · EIN 237128611 · Plan #001

Total assets
$4.2M
Net assets
$4.2M
Active participants
74
With balances
120

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Nationwide Investment management, Shareholder servicing fees $20,327
Nationwide Investment management, Shareholder servicing fees $1,587
Nationwide Investment management, Shareholder servicing fees $396
Lpl Financial Llc Investment management, Shareholder servicing fees $0