Kris Agency & Home Care Inc. Retirement Plan And Trust
Sponsored by Kris Agency & Home Care Inc. · EIN 113175479 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 345
- With balances
- 362
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Seacrest Wealth Management, Llc CRD 147092 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $62,008 |
| Seacrest Wealth Management Llc | Investment advisory (plan) | $8,381 |