AUMdb

Kast Construction And Grit Construction Services 401(k) Plan

Sponsored by Kast Construction Company, Llc · EIN 980456507 · Plan #001

Total assets
$31.2M
Net assets
$31.2M
Active participants
233
With balances
237

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $43,175
Lpl Financial Llc Investment advisory (plan) $43,035