Kti Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Kti Inc. · EIN 953191821 · Plan #004
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 772
- With balances
- 851
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $103,528 |
| Lpl Financial Corporation | Consulting (general), Insurance services, Investment advisory (plan) | $49,657 |