AUMdb

Koorsen Fire & Security, Inc. 401(k) Plan

Sponsored by Koorsen Fire & Security, Inc. · EIN 351153549 · Plan #001

Total assets
$52.8M
Net assets
$52.8M
Active participants
1,419
With balances
2,014

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nationwide Recordkeeping, Other services, Shareholder servicing fees $90,204
American Pension Advisors, Ltd. Claims processing, Recordkeeping, Recordkeeping fees $49,663