Clk Multi Family Management Employee Savings Plan
Sponsored by Clk Multi Family Management, Llc · EIN 201696623 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 307
- With balances
- 141
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | 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 |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $28,123 |
| Duncan Williams Asset Management | Investment advisory (plan) | $25,634 |
| Empower Advisory Group | Investment management | $3,282 |
| Burleigh Consulting Group, Inc. | Contract administrator | $2,848 |