AUMdb

Kbf Cpas Llp 401(k) Profit Sharing Plan

Sponsored by Kbf Cpas Llp · EIN 821030164 · Plan #001

Total assets
$30.7M
Net assets
$30.7M
Active participants
130
With balances
197

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
John Hancock Trust Company Llc Recordkeeping, Investment management, Shareholder servicing fees $46,426