Collom And Carney Clinic Association 401 (K) Savings Plan
Sponsored by Collom & Carney Clinic Association · EIN 751151440 · Plan #002
- Total assets
- $67.1M
- Net assets
- $67.1M
- Active participants
- 294
- With balances
- 424
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Partners Llc | Investment advisory (plan) | $10,675 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $4,477 |