AUMdb

Cleaner's Supply And Mity Forms Retirement Plan

Sponsored by Cleaner's Supply Inc. · EIN 161345258 · Plan #001

Total assets
$16.4M
Net assets
$16.4M
Active participants
155
With balances
181

Plan year beginning 01/01/2024 · 401(k)

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
Nbt Bancorp Na Accounting $19,406
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0
Epic Retirement Plan Services Recordkeeping, Participant communication $0