Clearview Consulting, Inc. 401(k) Plan
Sponsored by Clearview Consulting, Inc. · EIN 275362399 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 138
- With balances
- 153
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 |
|---|---|---|
| Cic Wealth Lllc | Investment advisory (plan) | $30,251 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,366 |