Clarkston Potomac Group, Inc. 401(k) Plan & Trust
Sponsored by Clarkston Potomac Group, Inc. · EIN 541606655 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 334
- With balances
- 557
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $66,784 |
| Veratis Investment Group Inc | Investment management, Direct payment from the plan | $60,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $225 |