AUMdb

C. C. Clark, Inc. 401(k) Plan

Sponsored by C. C. Clark, Inc. · EIN 640315032 · Plan #333

Total assets
$73.6M
Net assets
$73.6M
Active participants
1,479
With balances
1,409

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
Kestra Investment Services Llc Investment advisory (plan) $65,000
Nail Mckinney Accounting $13,000
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $9,855