Clean Air Task Force Safe Harbor 401(k) Plan
Sponsored by Clean Air Task Force · EIN 043512550 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 85
- With balances
- 125
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $54,809 |
| The Pension Service Inc | Contract administrator | $6,200 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,075 |