Clementina Clemco Group 401(k) Plan
Sponsored by Clementina Clemco Holdings, Inc. · EIN 943256223 · Plan #006
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 135
- With balances
- 152
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 |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Moneta Group Investment Advisorsllc | Investment management, Direct payment from the plan | $35,000 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $27,269 |
| Forvis, Llp | Accounting, Direct payment from the plan | $10,500 |