AUMdb

Claw Forestry Services 401(k) Savings Plan

Sponsored by Claw Forestry Services, Llc · EIN 640931698 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
136
With balances
144

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
Ballew Advisors Inc CRD 110522 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mwg Retirement Plan Services Contract administrator, Recordkeeping, Direct payment from the plan $20,862
Ballew Advisors Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $16,319