Kollective Management Services, Llc 401(k) Plan
Sponsored by Kollective Management Services, Llc · EIN 844996040 · Plan #004
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 575
- With balances
- 594
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $143,629 |
| Morgan Stanely Global Ba | Investment advisory (plan), Direct payment from the plan, Shareholder servicing fees | $39,408 |
| The Retirement Advantage | Contract administrator, Direct payment from the plan, Other services | $0 |