Kit Masters & Swan Machine 401(k) Profit Sharing Plan
Sponsored by Kit Masters, Inc. · EIN 411839163 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 169
- With balances
- 142
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $21,999 |
| Tsc 401 K | Contract administrator | $10,510 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $1,892 |