Clarity Telecom, Llc 401(k) Plan
Sponsored by Clarity Telecom, Llc Dba Bluepeak · EIN 462667900 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 533
- With balances
- 824
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kerber, Eck & Braeckel Llp | Accounting, Direct payment from the plan | $18,500 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,582 |
| Creative Planning Llc | Investment advisory (plan) | $5,951 |