AUMdb

The Clearman's Restaurant Group 401 K Retirement Plan

Sponsored by J. Foley Enterprises, Inc. · EIN 951692084 · Plan #002

Total assets
$4.8M
Net assets
$4.8M
Active participants
214
With balances
108

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $62,752
Pensionmark Financial Group, Llc Recordkeeping, Trustee (institutional), Other services $10,705