AUMdb

Kevin, Inc. Profit Sharing Plan

Sponsored by Kevin, Inc. · EIN 010421263 · Plan #002 · Kittery, ME

Total assets
$23.7M
Net assets
$23.7M
Active participants
191
With balances
221

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,462