Kooima Company, Llc 401(k) Plan
Sponsored by Kooima Company, Llc · EIN 843367778 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 162
- With balances
- 117
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Investment Solutions I | Investment advisory (plan) | $13,567 |
| Empower Annuity Insurance Company | Recordkeeping fees | $7,704 |
| The Finway Group Llc | Other fees | $5,297 |