Rick Tellez signed Klearnow Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klearnow Corporation's EIN is 82-4866723.
Download the official 2023 Form 5500 (PDF) for Klearnow Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Klearnow Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION INC. | 26-4477125 | ALTAMONTE SPRINGS, FL | ADVISOR | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.7M | 96.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $107K | 3.8% | |
| [Assets held in participant loans] | Other | — | — | $1K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | LAKE MARY, FL | CONTRACT ADMINISTRATOR | $9K | — |
