Claridge Products & Equipment, Llc Employees 401(k) Plan
Sponsored by Claridge Products & Equipment, Llc · EIN 710302078 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 282
- With balances
- 203
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 |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Consultants, Inc | Investment advisory (plan) | $19,587 |
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $17,947 |