AUMdb

Kiawah Resort Associates, L.P. 401(k) Profit Sharing Plan

Sponsored by Kiawah Resort Associates, L.P. · EIN 570955829 · Plan #001

Total assets
$17.3M
Net assets
$17.3M
Active participants
340
With balances
336

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $30,994
Royal Alliance Associates, Inc. Recordkeeping, Trustee (institutional), Other services $25,105
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0