Dennis Kirk, Inc. 401(k) Savings Plan
Sponsored by Dennis Kirk, Inc. · EIN 411302320 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 125
- 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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $17,475 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,703 |