Clark Dietz, Inc. Employees 401(k) Plan
Sponsored by Clark Dietz, Inc. · EIN 371212051 · Plan #001
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 196
- With balances
- 179
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $80,702 |
| Cliftonlarsonallen Llp | Accounting, Other fees | $0 |
| Creative Planning | Consulting (general), Other fees | $0 |