AUMdb

Clancy & Theys Construction Company 401(k) Profit Sharing Plan

Sponsored by Clancy & Theys Construction Company · EIN 560509939 · Plan #001

Total assets
$53.3M
Net assets
$53.3M
Active participants
403
With balances
487

Plan year beginning 01/01/2024 · 401(k)

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
Wilmington Trust Fiduciary Services Trustee (institutional), Direct payment from the plan $176,514
Ubs Financial Services Inc. Trustee (institutional), Direct payment from the plan $84,098
Sentinel Benefits Group Llc Recordkeeping, Direct payment from the plan $19,020