Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan
Sponsored by Kay And Associates, Inc. · EIN 362432478 · Plan #001
- Total assets
- $23.1M
- Net assets
- $23.1M
- Active participants
- 1,368
- With balances
- 862
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $78,965 |
| Edward Jones | Investment advisory (plan) | $46,278 |