Kaloutas 401(k) Plan
Sponsored by Kaloutas Painting · EIN 043018131 · Plan #011
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 132
- With balances
- 181
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 |
|---|---|---|
| Retirement Resources, Llc CRD 151889 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc | Recordkeeping fees | $22,925 |
| Setaway Llc | Consulting fees | $21,298 |
| Retirement Resources Inv. Corp | Investment advisory (plan) | $18,790 |