The Employees Retirement And Section 401(k) Plan And Trust
Sponsored by Clendenin Brothers, Inc. · EIN 520274470 · Plan #001
- Total assets
- $28.5M
- Net assets
- $28.5M
- Active participants
- 195
- With balances
- 205
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 |
|---|---|---|
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldman Sachs Asset Management Lp | Investment advisory (plan) | $46,942 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,235 |
| Ellin & Tucker, Chartered | Accounting | $14,000 |