W.G. Clark Construction Co. Employee Savings And Profit Sharing Plan
Sponsored by W.G. Clark Construction Co. · EIN 910618025 · Plan #001
- Total assets
- $56.6M
- Net assets
- $56.6M
- Active participants
- 135
- With balances
- 206
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Investment advisory (participants), Investment advisory (plan), Securities brokerage | $84,893 |
| Northwest Plan Services | Recordkeeping, Consulting (general), Participant loan processing | $37,252 |
| Matrix Trust Company | Custodial (securities), Securities brokerage, Redemption fees | $18,516 |