Kuna Meat Company, Inc. 401 K Profit Sharing Plan
Sponsored by Kuna Meat Company, Inc. · EIN 430727460 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 345
- With balances
- 360
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, Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $95,574 |
| Tpp Retirement Plan Specialists,Llc | Recordkeeping, Participant loan processing, Distribution (12b-1) fees | $44,041 |
| Sfw Partners, Llc | Accounting | $28,000 |
| Matrix Trust Company | Custodial (other), Custodial (securities) | $5,246 |