Kfi Engineers 401(k) Plan
Sponsored by Kfi Engineers, Pc · EIN 465047297 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 273
- With balances
- 332
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 |
|---|---|---|
| Heartland Trust Company | Trustee (institutional) | $81,184 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co. Inc. | Shareholder servicing fees | $0 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $0 |