Wild Rose Entertainment, Lllp 401(k) Plan
Sponsored by Kirke Financial Services, L.L.C. · EIN 421489727 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 377
- With balances
- 418
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 |
|---|---|---|
| Northwest Wealth Management, Llc CRD 152816 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Finway Group | Contract administrator | $47,067 |
| Northwest Wealth Management, Llc | Investment advisory (plan) | $39,404 |
| Empower Annutiy Insurance Company | Recordkeeping fees | $37,838 |
| Pensionmark Financial Group Llc | Other fees | $7,297 |
| Miner Gilroy & Meade Cpa Pc | Accounting | $3,000 |