Kismet Peo 401(k) Plan
Sponsored by Kismet Peo, Llc · EIN 841889244 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 131
- With balances
- 139
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bks Financial Investments | Investment advisory (participants), Investment advisory (plan) | $24,777 |
| Newport Group, Inc. | Contract administrator, Recordkeeping | $19,167 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $6,192 |