Clearbrook Holdings Corp 401(k) Plan
Sponsored by Clearbrook Holdings Corp · EIN 621766388 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.2M
- Active participants
- 667
- With balances
- 243
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $48,039 |
| Empower Advisory Group, Llc | Investment management | $7,044 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $5,803 |
| Acuff & Associates Inc | Contract administrator | $3,869 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $8.3M | 667 | ack 20251015134343NAL0002385811001 |
| 01/01/2021 | $8.6M | 471 | ack 20250922120041NAL0005204641001 |
| 04/01/2020 | $7.2M | 447 | ack 20250922124021NAL0006097744001 |