AUMdb

Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan

Sponsored by Knowledge Systems & Research, In · EIN 161205014 · Plan #001

Total assets
$18.0M
Net assets
$18.0M
Active participants
92
With balances
108

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
Hazard & Siegel Advisory Services, Recordkeeping, Trustee (institutional), Other services $40,503
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $325
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees $0