Kelvin Group 401(k) Plan
Sponsored by Kelvin Group Co · EIN 823162765 · Plan #001
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 342
- With balances
- 394
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twelve Points Retirement Advisors | Investment advisory (plan), Direct payment from the plan | $56,104 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $33,340 |