King & King Architects 401(k) Salary Savings Plan
Sponsored by King & King Architects, Llp · EIN 150511125 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 95
- With balances
- 120
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $20,029 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,690 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,607 |