Kestrel Vision 401(k) Plan
Sponsored by Pressco Technology Inc. · EIN 310721150 · Plan #001
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 142
- With balances
- 190
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $19,040 |
| Corrigan Krause Harrison Long Harsa | Accounting | $12,000 |