Koons Of Silver Spring Retirement Savings Plan
Sponsored by Koons Of Silver Spring, Inc. · EIN 271922654 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 166
- With balances
- 156
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $21,635 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $11,060 |