AUMdb

Clf Retirement Plan

Sponsored by Conservation Law Foundation, Inc. · EIN 046149986 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
144
With balances
216

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

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
Nationwide Recordkeeping, Participant loan processing, Shareholder servicing fees $20,562
Global Retirement Partners Llc Securities brokerage, Other fees $12,495
Rpw Solutions Llc Contract administrator, Recordkeeping, Consulting (pension) $2,910
Fidelity Participant loan processing, Recordkeeping fees, Account maintenance fees $390