Kay Management Company, Inc. Profit Sharing Plan
Sponsored by Kay Management Co., Inc. · EIN 520912952 · Plan #333
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 370
- With balances
- 715
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $51,159 |
| Merrill Lynch Pierce Fenner & .00 S | Investment advisory (plan) | $34,247 |
| The Mandmarblestone Group | Contract administrator | $25,467 |