Kl&A, Inc. 401(k) Plan And Trust
Sponsored by Kl&A, Inc. · EIN 943216913 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 110
- With balances
- 125
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan) | $35,606 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,286 |
| Empower Advisory Group, Llc | Investment management | $6,324 |
| Acec Retirement Trust | Other fees | $3,817 |