Clayco, Inc. 401(k) Profit Sharing Plan
Sponsored by Clayco, Inc. · EIN 431339079 · Plan #001
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 2,233
- With balances
- 2,939
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 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $214,135 |
| Mesirow Financial Investment Manage | Investment management | $177,954 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $84,999 |