AUMdb

Clark Associates Multiple Employer 401(k) Plan

Sponsored by Clark Core Services, Llc · EIN 231855710 · Plan #001

Total assets
$258M
Net assets
$258M
Active participants
8,318
With balances
7,966

Plan year beginning 01/01/2024 · 401(k)

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $635,630
Na Falcone & Associates Inc. Contract administrator, Direct payment from the plan, Other services $262,225