How big is Cleinman Performance Partners, Inc.'s plan?

Cleinman Performance Partners, Inc.'s plan reported $1.0M in assets and 12 participants for 2024.

Original filing (PDF)20251007104443NAL0011083314001

Cleinman Performance Partners, Inc.

Name: Cleinman Performance Partners, Inc. — Cleinman, Form 5500 (2024)
Creator: Cleinman Performance Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cleinman Performance Partners, Inc. 401(k) Plan

401(k) retirement plan · Cleinman Performance Partners, Inc.'s Cleinman Performance Partners, Inc. 401(k) Plan held $1.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Deidre Rushing for TRPC signed Cleinman Performance Partners, Inc.'s 2024 Form 5500 as plan administrator.

Deidre Rushing for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cleinman Performance Partners, Inc.'s EIN is 16-1351040.

EIN 16-1351040

Plan number 001

Plan year 2024

ACK ID 20251007104443NAL0011083314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cleinman Performance Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cleinman Performance Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEINMAN PERFORMANCE PARTNERS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CLEINMAN PERFORMANCE PARTNERS, INC.

EIN

all filings

Address

343 MAIN STREET · ONEONTA, NY · 13820

Phone

(607) 431-1001

Industry

Professional & Technical Services

Plan administrator