Kruggel, Lawton & Co. Employees' Benefit Plan
Sponsored by Kruggel, Lawton & Co., Llc · EIN 351307701 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 131
- With balances
- 159
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 |
|---|---|---|
| Sym Financial Corporation CRD 107517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance, Llc | Recordkeeping fees | $36,533 |
| Sym Financial Corp | Investment management | $33,037 |
| Latitude Service Company, Inc | Contract administrator, Valuation, Recordkeeping | $23,179 |