AUMdb

Kent Companies 401 K Plan

Sponsored by Kent Distributors, Inc. · EIN 750972465 · Plan #001

Total assets
$13.9M
Net assets
$12.9M
Active participants
572
With balances
497

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Assoc Investment advisory (participants) $29,687
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $6,022
Pentec Pension Management Group Inc Contract administrator $0