Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KLUBERTANZ DELIVERY LLC
EIN 27-4156970Transportation and WarehousingLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
420 CROSSE POINT CT. - HOBART, WI 54155920-360-0385
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KLUBERTANZ DELIVERY CASH BALANCE PLAN
CashBalance
Assets$631K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KLUBERTANZ DELIVERY LLC RETIREMENT PLAN
401k
Assets$616K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KLUBERTANZ DELIVERY CASH BALANCE PLAN | CashBalance | $631K | 0 | 2024 | |
| 001 | KLUBERTANZ DELIVERY LLC RETIREMENT PLAN | 401k | $616K | 20 | 2024 |
Retirement plans