The Klover Companies Retirement Savings Plan
Sponsored by Klover Sepa Inc. · EIN 815335337 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 137
- With balances
- 360
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $48,093 |
| Lpl Financial Llc Prcp | Investment advisory (plan), Investment management | $38,067 |
| Atlantic Pension Services | Recordkeeping, Participant loan processing | $21,457 |
| Kreischer Miller | Accounting | $3,294 |
| Proaccount | Investment advisory (participants) | $271 |