AUMdb

Clampco Products, Inc. 401 K Profit Sharing Plan

Sponsored by Clampco Products, Inc. · EIN 341097609 · Plan #001

Total assets
$17.2M
Net assets
$17.2M
Active participants
214
With balances
179

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 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 $2,440
Trinity Pension Consultants Inc Contract administrator, Direct payment from the plan, Other services $540
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0