AUMdb

Clark Service Group 401(k) Plan

Sponsored by Clark Service Group, Inc. · EIN 814314550 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
138
With balances
183

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $58,129
The Retirement Advantage Inc Contract administrator, Direct payment from the plan, Other services $1,626
Commonwealth Financial Network Investment advisory (plan), Other fees $0