Kros Wise 401(k) Profit Sharing Plan & Trust
Sponsored by Kros Wise · EIN 201632876 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 99
- With balances
- 128
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Claims processing, Consulting (general), Participant loan processing | $27,831 |
| The Baldwin Group Wealth Advisors, | Investment advisory (plan) | $24,911 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $5.8M | 99 | ack 20251015073247NAL0002054355001 |
| 01/01/2021 | $4.0M | 73 | ack 20251002105035NAL0000259859001 |
| 01/01/2020 | $3.5M | 63 | ack 20250401101142NAL0003958003001 |