AUMdb

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust

Sponsored by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A · EIN 591564790 · Plan #001

Total assets
$29.2M
Net assets
$29.2M
Active participants
81
With balances
105

Plan year beginning 02/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Voya Retirment Insurance & Annuity Recordkeeping fees $69,984
Advus Financial Partners, Llc Other fees $0