Cordogan Clark & Associates, Inc. 401(k) Plan
Sponsored by Cordogan Clark & Associates, Inc. · EIN 363103952 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 102
- With balances
- 140
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 | Investment advisory (plan) | $52,162 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $13,457 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |