AUMdb

Clariant Retirement Savings Plan

Sponsored by Clariant Corporation · EIN 561356629 · Plan #001

Total assets
$330M
Net assets
$330M
Active participants
1,026
With balances
1,844

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $137,705
Capfinancial Partners Llc Investment management, Direct payment from the plan $72,090
Truist Bank Investment management, Direct payment from the plan $17,780
Bkd, Llp Accounting, Direct payment from the plan $12,575
Forvis Mazars, Llp Accounting, Direct payment from the plan $10,000