Clendenin Brothers Incorporated Retirement Income Plan
Sponsored by Clendenin Brothers, Inc. · EIN 520274470 · Plan #002
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 34
- With balances
- 0
Plan year beginning 05/22/2024
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).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension) | $88,164 |
| Bank Of America | Investment management | $38,314 |
| Bank Of America | Trustee (institutional) | $9,101 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 05/22/2024 | $3.9M | 34 | ack 20260316114141NAL0002898018001 |
| 01/01/2024 | — | 50 | ack 20250707070905NAL0005030160001 |