AUMdb

K2 Share, Llc 401(k) Plan

Sponsored by K2 Share, Llc · EIN 742968368 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
130
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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $500