Cleaver Brooks Inc. Retirement And Savings Plan
Sponsored by The Cleaver Brooks Company, Inc. · EIN 872266456 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 937
- With balances
- 1,153
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,397 |
| Fiducient Advisors, Llc | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$14,309 |