AUMdb

Cleanwater1 401(k) Savings Plan

Sponsored by Cleanwater1, Inc. · EIN 810906606 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
190
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).

Firm Match Plan year
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Mesirow Financial Investment Manage Investment management, Direct payment from the plan, Investment management fees (direct) $6,673
Nationwide Recordkeeping, Participant loan processing, Other services $1,616
M2 B Retirement Consulting, Llc Consulting (pension), Participant loan processing, Other services $1,200
Anchor 3(16) Fiduciary Solutions Ll Named fiduciary, Direct payment from the plan $800