Kinsley Group 401(k) Plan
Sponsored by Kinsley Group, Inc. · EIN 042430816 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 195
- With balances
- 226
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 |
|---|---|---|
| Napatree Capital Llc CRD 292776 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $66,177 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $9,080 |
| Napatree Capital, Llc | Investment advisory (plan), Other fees | $0 |
| Caron & Bletzer, Pllc | Accounting, Other fees | $0 |