Kwest Group, Llc 401(k) Plan
Sponsored by K. West Group, Llc · EIN 300016317 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 289
- With balances
- 376
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $51,601 |
| Venture Visionary Partners Llc | Investment advisory (plan), Consulting fees | $36,782 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |