Clark & Washington, Pc 401(k) Profit Sharing Plan & Trust
Sponsored by Clark & Washington, Pc · EIN 581638667 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 81
- With balances
- 159
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 |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $7,849 |
| Nationwide | Investment management, Shareholder servicing fees | $2,498 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $237 |
| Proaccount | Investment advisory (participants) | $104 |
| Next Financial Group, Inc. | Investment management, Shareholder servicing fees | $0 |