Kmc Controls, Inc. 401(k) Plan And Trust
Sponsored by Kreuter Manufacturing Company, Inc. · EIN 351421135 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 147
- With balances
- 134
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment Adv | Investment advisory (plan) | $33,000 |
| Empower Annuity Insurance Co. Of Am | Recordkeeping fees | $16,185 |
| Shepherd Plan Partners Llc | Contract administrator | $2,025 |
| Southeastern Employee Benefit Servi | Contract administrator | $400 |