Clyde Companies, Inc. 401(k) Retirement Plan
Sponsored by Clyde Companies, Inc. · EIN 870260879 · Plan #002 · Orem, UT
- Total assets
- $326M
- Net assets
- $326M
- Active participants
- 3,752
- With balances
- 5,014
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors Llc | Investment management, Direct payment from the plan | $393,544 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $111,573 |
| Morningstar Inc | Investment management, Direct payment from the plan | $91,686 |
| Soltis Investment Advisors | Investment management, Direct payment from the plan | $34,922 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $50 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |