Kendell 401(k) Plan
Sponsored by Kendell Doors & Hardware, Llc · EIN 411405858 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 213
- With balances
- 254
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, Llc | Investment advisory (plan), Direct payment from the plan | $46,283 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $42,180 |