Pat Clemons, Inc. Retirement Plan
Sponsored by Pat Clemons Inc · EIN 421034041 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 117
- With balances
- 25
Plan year beginning 01/01/2020 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2020 |
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 | $21,646 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |