Pelli Clarke & Partners Section 401(k) Plan
Sponsored by Pelli Clarke & Partners · EIN 061228461 · Plan #002
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 71
- With balances
- 96
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 |
|---|---|---|
| Essex Financial Services, Inc. CRD 127549 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Essex Financial Services, Inc | Investment advisory (plan) | $50,497 |
| Pension Consultants Inc | Contract administrator | $1,305 |
| Great West Life & Annuity Insurance | Recordkeeping fees | $0 |