Clearfield, Inc. 401(k) Plan & Trust
Sponsored by Clearfield, Inc. · EIN 411347235 · Plan #001
- Total assets
- $44.3M
- Net assets
- $44.3M
- Active participants
- 251
- With balances
- 293
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $43,241 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,058 |
| Empower Advisory Group, Llc | Investment management | $6,451 |
| Clearfield Inc | Other fees | $1,000 |