Kitson & Partners Management Services, Inc. 401(k) Plan
Sponsored by Kitson & Partners Management Ser · EIN 261377793 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 205
- With balances
- 195
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 |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $38,643 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $31,673 |