AUMdb

J.L. Clark Employees Retirement Savings Plan

Sponsored by J.L. Clark, Llc · EIN 363582485 · Plan #010

Total assets
$29.8M
Net assets
$29.8M
Active participants
304
With balances
371

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $16,250