Kpi 401(k) Retirement Plan
Sponsored by Kuecker Pulse Integration L.P. · EIN 871039415 · Plan #001
- Total assets
- $31.2M
- Net assets
- $31.2M
- Active participants
- 343
- With balances
- 429
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (participants), Investment advisory (plan) | $102,805 |
| Newport Group, Inc. | Recordkeeping | $34,799 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $8,493 |