AUMdb

Knutson Holdings, Inc. 401(k) Plan

Sponsored by Knutson Holdings, Inc. · EIN 411523429 · Plan #001

Total assets
$39.5M
Net assets
$39.5M
Active participants
144
With balances
227

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
Rsm Us Llp Other fees $21,000
Rbc Capital Markets Llc Other fees $0
Morningstar Investment advisory (plan) $0