AUMdb

Caito & Klein Associates Inc Profit Sharing Plan

Sponsored by Caito & Klein Associates Inc · EIN 953744357 · Plan #002

Total assets
Net assets
Active participants
13
With balances
12

Plan year beginning 12/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

No Schedule C on file for this plan year.