Clayton Manufacturing Company Employees' Retirement Plan
Sponsored by Clayton Manufacturing Company · EIN 953480714 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 119
- With balances
- 137
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $32,500 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $22,386 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $10,350 |
| Charles Schwab | Securities brokerage | $6 |