AUMdb

Clutch 401(k) Plan

Sponsored by Clutch · EIN 371954157 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
75
With balances
110

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
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 100% 2024
Prime Capital Investment Advisors, Llc CRD 288712 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Human Interest Advisor Llc Contract administrator, Recordkeeping, Investment advisory (plan) $9,191
Prime Capital Investment Advisors L Investment advisory (plan) $3,285
Empower Annuity Insurance Company O Recordkeeping fees $2,315