K & B Machine Works, Llc 401(k) Profit Sharing Plan
Sponsored by K & B Machine Works, Llc · EIN 262531023 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 580
- With balances
- 564
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,159 |
| Martin And Pellegrin, Cpas | Accounting | $13,500 |
| Lpl Financial Llc | Other commissions | $0 |