AUMdb

Ken Garner Manufacturing 401(k) Plan

Sponsored by Ken Garner Manufacturing, Inc · EIN 621549355 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
116
With balances
182

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
Acumen Wealth Advisors, Llc CRD 282565 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Acumen Wealth Advisors Investment advisory (plan), Consulting fees $27,602
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $24,706