AUMdb

Paradowski Creative 401(k) Retirement Plan

Sponsored by Woodruff Communications St. Louis, Llc · EIN 455592818 · Plan #002

Total assets
$7.3M
Net assets
$7.3M
Active participants
71
With balances
96

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
Clayton Financial Group, Llc CRD 226729 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Clayton Financial Group, Llc Investment advisory (plan) $22,590
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $21,302
Charles Schwab & Co., Inc. Shareholder servicing fees $0