AUMdb

Kleen Rite Corporation Cash Balance Plan

Sponsored by Kleen Rite Corporation · EIN 231712065 · Plan #003

Total assets
$5.7M
Net assets
$5.7M
Active participants
154
With balances
0

Plan year beginning 01/01/2024

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
American Portfolios Investment advisory (plan) $28,673