Kelley Clarke, Llc Employees Defined Benefit Pension Plan And Trust
Sponsored by Acosta Sales And Marketing Company · EIN 593522052 · Plan #001 · Jacksonville, FL
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 51
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ami Benefit Plan Administrators, In | Contract administrator, Recordkeeping, Participant communication | $217,319 |
| Ellis Pellum & Associates, P.A. | Accounting | $25,625 |
| The Newport Group | Investment management, Investment management fees (direct) | $19,900 |
| Dunbar, Bender & Zapf, Inc | Actuarial, Direct payment from the plan | $10,500 |