Cliento Financial LLC Series
Salt Lake City, UT
Cliento Financial LLC Series of Salt Lake City, UT is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans, with $20,800 in reported broker commissions (plan year 2025).
Quick answer
Cliento Financial LLC Series (Salt Lake City, UT) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cliento Financial LLC Series have?
- Cliento Financial LLC Series is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Cliento Financial LLC Series's largest employer clients?
- By plan participants, the largest include Guruprasad Srihari (8 participants), Guruprasad Srihari (4 participants) and Mildred C Lortz (4 participants).
- How much does Cliento Financial LLC Series earn in commissions?
- Insurers reported $20,800 in broker commissions and $1,200 in fees paid to Cliento Financial LLC Series for plan year 2025, per Schedule A Part 1.
- Where is Cliento Financial LLC Series located?
- Cliento Financial LLC Series is based in Salt Lake City, UT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cliento Financial LLC Series on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Guruprasad Srihari | n/a | 8 | 2019-12-31 |
| Guruprasad Srihari | n/a | 4 | 2013-12-31 |
| Mildred C Lortz | n/a | 4 | 2020-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.