Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan
Sponsored by Kahn, Litwin, Renza & Co., Ltd. · EIN 050409384 · Plan #002
- Total assets
- $50.6M
- Net assets
- $50.6M
- Active participants
- 275
- With balances
- 402
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invest Inst Oper Co Inc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $67,452 |
| Global Retirement Partners Llc | Investment advisory (plan), Investment management, Other services | $20,580 |
| The Angell Pension Group, Inc. | Other services | $9,503 |