AUMdb

Clearpath Workforce Management 401(k) Plan

Sponsored by Clearpath Workforce Management, Inc · EIN 943374899 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
418
With balances
1,386

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $43,538