Clearbrook Pension Savings Plan
Sponsored by Clearbrook · EIN 362420176 · Plan #002
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 1,114
- With balances
- 1,126
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $88,498 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $2,959 |