Kaiser 401(k) Profit Sharing Plan
Sponsored by Kaiser Midwest, Inc. · EIN 431597251 · Plan #003
- Total assets
- $66.3M
- Net assets
- $66.3M
- Active participants
- 135
- With balances
- 149
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Assoc | Investment advisory (participants) | $90,929 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $1,204 |