Clive Daniel Home Holdings, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Clive Daniel Home Holdings, Llc · EIN 453192105 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 238
- With balances
- 105
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Merrill Lynch Life Agency | Investment advisory (participants) | $12,479 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,760 |