Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Clifton Larson Allen Wealth Advisor
Clifton Larson Allen Wealth Advisor
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $469,416
Assets of those plans
$753,281,757
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$469,416
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 12 |
| 27 | Investment advisory (plan) | 4 |
| 99 | Other fees | 4 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tanimura & Antle, Inc. Profit Sharing 401(k) Plan | Tanimura & Antle | $121,636,629 | 2,087 | $13,296 |
| The Lawrence Group Companies 401(k) Plan | G. M. Lawrence | $96,227,215 | 1,104 | $8,400 |
| Hunt Electric Corporation and Ecsi 401(k) Profit Sharing Plan | Hunt Electric | $85,732,143 | 485 | $12,285 |
| Gonsalves & Santucci, Inc. 401(k) Plan | Gonsalves & Santucci | $72,618,386 | 415 | $19,958 |
| Glencoe Regional Health Services 401(k) Retirement Plan | Glencoe Regional Health Services | $69,065,501 | 692 | $11,699 |
| Obayashi Corporation Retirement Savings Plan | Obayashi | $52,220,708 | 293 | $14,472 |
| Peabody Motor Sports, Inc. 401(k) Profit Sharing Plan | Peabody Motor Sports | $38,056,752 | 394 | $15,750 |
| Midwest Bankcentre Employees 401(k) Plan | Midwest Bankcentre | $36,724,547 | 341 | $54,486 |
| Gene Juarez Salons & Spas 401(k) Plan | Transom Highlights Holdings | $34,887,225 | 578 | $64,422 |
| Modern Automotive Network 401(k) and Profit Sharing Plan | Modern Automotive Network | $25,999,977 | 486 | $17,267 |
| Amigos Development Corporation 401(k) Plan | Amigos Development | $23,156,295 | 387 | $17,939 |
| Schuler Shoes, Inc. 401(k) Savings Plan | Schuler Shoes | $16,511,351 | 228 | $11,550 |
| Service Filtration Corporation 401(k) Plan | Service Filtration | $15,402,953 | 249 | $15,500 |
| Carew Concrete Supply Company, Inc. Retirement Savings Plan | Carew Concrete & Supply | $14,147,959 | 155 | $33,706 |
| Process Equipment & Service Company, Inc. 401(k) Plan | Process Equipment & Service | $13,414,047 | 374 | $10,329 |
| Natural Beauty Growers, LLC Retirement Savings Plan | Natural Beauty Growers | $9,690,341 | 101 | $12,600 |
| Miller Bros. 401(k) Plan | Wampole Miller Inc. DBA Miller Bros. | $8,799,912 | 205 | $61,119 |
| Chalfant Corp. 401(k) Plan | Chalfant | $6,011,689 | 104 | $22,824 |
| Staton Holdings, Inc. 401(k) Profit Sharing Plan | Staton Holdings | $5,208,306 | 105 | $14,138 |
| Bewley's USA Savings Plan | Campbell Bewley | $4,068,300 | 151 | $20,479 |
| AH Junction, Inc. 401(k) Planrecordkeeper | Artesian Homes | $3,701,521 | 151 | $17,197 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.