Cloeren Incorporated 401(k) Plan
Sponsored by Cloeren Incorporated · EIN 742145563 · Plan #001
- Total assets
- $30.6M
- Net assets
- $30.6M
- Active participants
- 343
- With balances
- 329
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Shareholder servicing fees, Sub-transfer agency fees | $104,130 |
| Mitchell T Fontenote Cpa, Inc. | Consulting fees | $6,000 |