AUMdb

Kidwell, Inc. 401(k) Profit Sharing Plan

Sponsored by Kidwell, Inc. · EIN 470461144 · Plan #002

Total assets
$17.7M
Net assets
$17.7M
Active participants
304
With balances
447

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Union Bank & Trust Company Recordkeeping, Consulting (pension), Trustee (institutional) $112,404