Kittle's Home Furnishings 401(k) Plan
Sponsored by Kittle's Home Furnishings, Inc. · EIN 320395300 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 124
- With balances
- 135
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $14,889 |
| Katz, Sapper And Miller | Accounting, Direct payment from the plan | $12,334 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $12,043 |
| Morgan Stanley | Investment advisory (participants), Investment management fees (direct) | $11,727 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $10,904 |