K&L Gates 401(k) Plan Alpha
Sponsored by K&L Gates Llp · EIN 250921018 · Plan #002
- Total assets
- $970M
- Net assets
- $970M
- Active participants
- 1,306
- With balances
- 2,109
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Inst. Operations | Participant loan processing, Recordkeeping fees, Account maintenance fees | $157,210 |
| Fiducient Advisors | Consulting (general), Investment advisory (plan), Other fees | $100,557 |
| Cibc Atlantic Tr Private W.M. | Investment advisory (participants), Investment management | $78,952 |
| Schneider Downs & Co., Inc. | Accounting | $22,399 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment management | $13,780 |