Christy Employees' Profit Sharing Plan And Trust
Sponsored by O'brien Industrial Holdings, Llc · EIN 920198356 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 121
- With balances
- 152
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) | $35,806 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $30,507 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |