AUMdb

Clark Nexsen, Inc. 401(k) Plan

Sponsored by Clark Nexsen, Inc. · EIN 540613222 · Plan #001

Total assets
$84.2M
Net assets
$84.2M
Active participants
328
With balances
472

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 $163,270
Lockbox Sageview Advisor Investment advisory (plan), Direct payment from the plan $43,747
Cherry Bekaert Investment advisory (plan), Direct payment from the plan $17,324