Brundage Group 401(k) Savings Plan
Sponsored by Clarity Healthcare Solutions, Llc · EIN 833333810 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 241
- With balances
- 186
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (participants) | $13,221 |