Clark Grave Vault Company Employees 401(k) Profit Sharing Plan And Trust
Sponsored by Clark Grave Vault Company · EIN 314149350 · Plan #004
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 98
- With balances
- 115
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $36,024 |
| Clark Grave Vault Company | Other fees | $8,833 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,625 |