Lower Great Lakes Kenworth, Inc. 401(k) Plan
Sponsored by Lower Great Lakes Kenworth, Inc. · EIN 352122964 · Plan #002
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 142
- With balances
- 161
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 |
|---|---|---|
| Sageview Advisory Group Llc | Recordkeeping, Trustee (institutional), Other services | $25,779 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,696 |
| Commonwealth Equity Services, Inc. | Recordkeeping, Trustee (institutional), Other services | $5,969 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |