AUMdb

Kingland Systems, Llc 401(k) Plan

Sponsored by Kingland Systems, Llc · EIN 421396894 · Plan #001

Total assets
$32.0M
Net assets
$32.0M
Active participants
160
With balances
222

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $6,863
Strategic Advisors, Inc. Investment advisory (plan) $5,649

Filing history

Plan year Assets Participants Source
07/01/2024 $32.0M 160 ack 20260217093354NAL0007296018001
07/01/2020 $17.8M 148 ack 20250414161312NAL0001953761001