The Clemens Family Sharing Plan
Sponsored by Clemens Family Corporation · EIN 752990486 · Plan #001
- Total assets
- $260M
- Net assets
- $260M
- Active participants
- 5,058
- With balances
- 5,883
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, Pierce, Fenner And S | Recordkeeping, Investment management fees (direct), Investment management fees (indirect) | $539,479 |
| Captrust Financial Partners, Llc | Consulting fees | $80,180 |
| Kreischer Miller | Accounting, Consulting fees | $24,394 |