Seal & Design, Inc. 401(k) Profit Sharing Plan
Sponsored by Seal And Design, Inc. · EIN 161340721 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 201
- With balances
- 207
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 |
|---|---|---|
| Clear Wealth Management, Llc CRD 289532 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Burke Group | Recordkeeping fees, Direct payment from the plan, Participant communication | $38,679 |
| Clear Wealth Management | Investment advisory (plan), Direct payment from the plan | $4,481 |