Clark's Pump N' Shop, Inc. 401(k) Plan
Sponsored by Clark's Pump N' Shop, Inc. · EIN 610978158 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 365
- With balances
- 120
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 |
|---|---|---|
| Money Concepts Capital Corp CRD 12963 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Money Concepts Capital Corp | Investment advisory (participants), Investment advisory (plan), Investment management | $30,507 |
| July Business Services | Recordkeeping fees, Distribution (12b-1) fees, Account maintenance fees | $18,508 |