K2 Services Llc 401(k) Plan
Sponsored by K2 Services Llc · EIN 814601531 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 437
- With balances
- 483
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $30,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,838 |
| Cliftonlarsonallen, Llp | Accounting | $15,581 |