Clarke University Retirement Plan
Sponsored by Clarke University · EIN 420680408 · Plan #001
- Total assets
- $40.4M
- Net assets
- $40.4M
- Active participants
- 189
- With balances
- 485
Plan year beginning 01/01/2024 · Total participant-directed account
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 |
|---|---|---|
| Two West Capital Advisors | Custodial (securities) | $25,733 |
| Tiaa Teachers Insurance & Annuity A | Custodial (securities) | $19,385 |
| Pentegra Services, Inc. | Direct payment from the plan | $14,072 |
| Coulter & Justice | Accounting | $6,750 |