Clarity Partners, Llc 401(k) Plan And Trust
Sponsored by Clarity Partners, Llc · EIN 800123899 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 131
- With balances
- 177
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 |
| Rothschild Investment Llc CRD 728 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rothschild Inv. Corp | Investment advisory (plan) | $35,791 |
| Empower Annuity Ins. Co. | Recordkeeping fees | $18,115 |
| Dufek & Company, Llc | Accounting | $8,500 |
| Carnow And Associates, Ltd. | Contract administrator | $5,082 |
| Empower Advisory Group | Investment management | $3,700 |