AUMdb

Clickstop, Inc. 401(k) Plan

Sponsored by Clickstop, Inc. · EIN 203095658 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
326
With balances
423

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $26,501
Commonwealth Financial Network Investment advisory (plan) $25,678