Klingbeil Capital Management, Ltd. 401(k) Profit Sharing Plan
Sponsored by Klingbeil Capital Management, Ltd. · EIN 943397989 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 192
- With balances
- 242
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Accounting, Claims processing, Contract administrator | $40,208 |
| Proaccount | Investment advisory (participants) | $9,159 |
| Iron Fiduciary | Named fiduciary | $9,029 |
| Aps Pentegra | Plan administrator | $6,321 |
| Nationwide Life Insurance Company | Contract administrator | $1,806 |
| Lpl Financial Llc | Insurance agents and brokers, Investment advisory (participants), Investment advisory (plan) | $0 |