Clare Rose, Inc. Profit Sharing And 401(k) Plan
Sponsored by Clare Rose, Inc. · EIN 112036262 · Plan #001
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 136
- With balances
- 182
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $84,693 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $1,540 |
| Empower Advisory Group, Llc | Investment management | $965 |