AUMdb

Kamco Supply Corporation Of Boston 401(k) Profit Sharing Plan

Sponsored by Kamco Supply Corporation Of Boston · EIN 042718606 · Plan #002

Total assets
$41.7M
Net assets
$41.7M
Active participants
312
With balances
275

Plan year beginning 11/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Winthrop Advisory Group, Llc CRD 288178 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Winthrop Advisory Group Llc Investment advisory (plan) $28,961
Whitney Pension Associates, Inc. Contract administrator $21,615
Lpl Financial Llc Investment advisory (plan) $9,172
Empower Annuity Insurance Co. Of Am Recordkeeping fees $1,890