AUMdb

Stan Clark Companies, Inc. 401(k) Plan

Sponsored by Stan Clark Companies, Inc. · EIN 731422060 · Plan #001

Total assets
$8.9M
Net assets
$8.9M
Active participants
164
With balances
126

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
Parallel Advisors, Llc CRD 140800 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Parallel Advisors, Llc Investment advisory (participants) $6,000
Pension Solutions, Inc. Recordkeeping, Consulting (general), Valuation $5,945
Nationwide Custodial (other), Participant communication, Recordkeeping fees $2,688