Gary W. Clem, Inc. Dba Almaco Retirement Plan
Sponsored by Gary W. Clem, Inc. Dba Almaco · EIN 421092106 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 181
- With balances
- 187
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 |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steele Capital Management, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $49,247 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $25,485 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |