Katcef Brothers, Inc. 401(k) Plan
Sponsored by Katcef Brothers, Inc. · EIN 520859333 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 123
- With balances
- 132
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 |
|---|---|---|
| Kingsferry Capital Llc CRD 291522 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $64,998 |
| Kingfisher Capital, Llc | Investment advisory (plan) | $40,217 |