The Clarke Group, Inc. Cash Or Deferred Profit Sharing Plan
Sponsored by The Clarke Group, Inc. · EIN 800315705 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 157
- With balances
- 189
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 |
|---|---|---|
| Crowe Llp | Accounting | $15,800 |
| Definiti | Consulting fees | $4,705 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $700 |