AUMdb

Kirby Nagelhout Construction Company 401(k) Plan

Sponsored by Kirby Nagelhout Construction Company · EIN 931129077 · Plan #001

Total assets
$10.1M
Net assets
$10.1M
Active participants
176
With balances
143

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan) $26,984
Randall & Hurley, Inc. Consulting (pension) $20,187
Charles Schwab & Co., Inc. Shareholder servicing fees $4,803