Sponsor portfolio
SUSAN KLEMM MS OTRL PC
EIN 20-0511303Health Care and Social AssistanceLatest filing 2024
Plans
1
Retirement
1
$232K assets
Welfare
0
Participants
14
3727 SEVERN AVE - CHARLOTTE, NC 282106213704-379-7773
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUSAN KLEMM MS OTRL PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $232K | 14 | 2024 |
Retirement plans