Kubik Maltbie, Inc. 401(k) Plan
Sponsored by Kubik Maltbie, Inc. · EIN 205934094 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 103
- With balances
- 151
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Man | Investment advisory (participants) | $35,186 |
| The Paragon Alliance Group Llc | Plan administrator, Recordkeeping | $4,180 |
| John Hancock Life Insurance Company | Recordkeeping | $204 |