AUMdb

Kirkpatrick Companies Savings Incentive & Profit Sharing Plan

Sponsored by Kirkpatrick Oil Company, Inc. · EIN 731342045 · Plan #002

Total assets
$26.5M
Net assets
$26.5M
Active participants
151
With balances
170

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
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $1,918