Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(k) Provisions)
Sponsored by Clark, Schaefer, Hackett & Co. · EIN 310800053 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 540
- With balances
- 688
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $83,999 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $71,494 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $45,873 |