The Kleingers Group Retirement Savings Plan
Sponsored by The Kleingers Group · EIN 311368100 · Plan #001
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 137
- With balances
- 149
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 |
|---|---|---|
| Reliance Trust | Trustee (institutional) | $29,773 |
| Adp, Inc. | Recordkeeping, Investment advisory (participants), Participant loan processing | $15,095 |
| Pentegra Trust | Recordkeeping, Trustee (institutional), Other fees | $7,966 |
| Mesirow Financial | Recordkeeping, Named fiduciary | $6,484 |