Clk Hr Acquisition, Llc 401(k) Profit Sharing Plan
Sponsored by Clk Hr Acquisition, Llc · EIN 462749077 · Plan #002
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 317
- With balances
- 117
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $17,001 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $8,417 |
| Actuaries Unlimited, Inc. | Contract administrator, Direct payment from the plan, Other services | $6,750 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |