Claro Enterprise Solutions Llc Retirement Savings Plan
Sponsored by Claro Enterprise Solutions Llc · EIN 760532710 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 210
- With balances
- 228
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 |
|---|---|---|
| Alpha Capital Management Group Llc CRD 283624 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alpha Capital Management Group | Investment advisory (plan) | $23,184 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,884 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $7,194 |