Kevane Grant Thornton Retirement Plan
Sponsored by Kevane Grant Thornton, Llp · EIN 660563256 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 170
- With balances
- 221
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 |
|---|---|---|
| Investment Answers Capital, Llc CRD 168119 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proaccount | Investment advisory (participants) | $12,328 |
| Nationwide | Contract administrator, Recordkeeping, Direct payment from the plan | $2,848 |
| Pension Services, Inc. | Contract administrator | $225 |
| Investment Planners, Inc. | Investment advisory (plan), Other commissions | $0 |