Clise Agency, Inc. 401(k) Profit Sharing Plan
Sponsored by Clise Agency, Inc. · EIN 910839938 · Plan #002
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 74
- With balances
- 95
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 |
|---|---|---|
| Definiti, Llc | Other services | $0 |
| Hunnex And Shoemaker, Inc. | Other services | $0 |