Kohrs Lonnemann Heil Engineers, Inc. 401(k) Profit Sharing Plan
Sponsored by Kohrs Lonnemann Heil Engineers, Inc. · EIN 610700189 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 117
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors,Llc | Investment advisory (plan) | $54,047 |
| Empower Advisory Group, Llc | Investment management | $7,561 |
| Benefit Plans Plus, Llc | Contract administrator | $1,250 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $0 |