Clare Holdings, Llc 401(k) Plan
Sponsored by Clare Holdings, Llc · EIN 273400666 · Plan #002
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 521
- With balances
- 279
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wintrust Investments Llc | Investment advisory (plan) | $40,289 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $12,733 |
| Empower Advisory Group, Llc | Investment management | $9,143 |
| Clare Holdings Llc | Accounting | $3,600 |