Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan
Sponsored by Kennedy/Jenks Consultants, Inc. · EIN 942147007 · Plan #001
- Total assets
- $148M
- Net assets
- $148M
- Active participants
- 507
- With balances
- 719
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 |
|---|---|---|
| Silicon Valley Retirement Services, Llc CRD 154756 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $145,177 |
| Silicon Valley Retment Services Llc | Investment management, Direct payment from the plan | $28,600 |