Clearedge It Solutions, Llc 401(k) P/S Plan
Sponsored by Clearedge It Solutions, Llc · EIN 421551459 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 63
- With balances
- 131
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 |
|---|---|---|
| The Capital Group Investment Advisors Inc CRD 129615 | fuzzy_auto · 97% | 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 |
|---|---|---|
| The Capital Group Investment Adv. | Investment advisory (plan) | $47,935 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $18,621 |
| Coastal Pension Services, Inc | Contract administrator | $2,215 |
| Empower Advisory Group | Investment management | $1,792 |