Career Certified 401(k) Plan
Sponsored by Career Certified · EIN 854166844 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 39
- With balances
- 111
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc | Investment management, Shareholder servicing fees | $27,703 |
| Nationwide | Investment management, Shareholder servicing fees | $16,403 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $2,772 |
| Nationwide Life Insurance Company | Investment management, Shareholder servicing fees | $554 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $201 |