Koetter Woodworking, Inc. 401(k) Plan
Sponsored by Koetter Woodworking, Inc. · EIN 351420041 · Plan #002
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 271
- With balances
- 259
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 |
|---|---|---|
| Axiom Financial Strategies Group, Llc CRD 306618 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $39,517 |
| Axiom Financial Strategies Group | Investment advisory (plan) | $34,171 |