AUMdb

Kval, Inc. 401(k) And Profit Sharing Plan

Sponsored by Kval, Inc. · EIN 942232368 · Plan #002

Total assets
$20.7M
Net assets
$20.7M
Active participants
202
With balances
154

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,375