AUMdb

Kaapa Ethanol Holdings, Llc 401(k) & Profit Sharing Plan

Sponsored by Kaapa Ethanol Holdings, Llc · EIN 470839950 · Plan #001

Total assets
$13.6M
Net assets
$13.6M
Active participants
121
With balances
150

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
Novem Group CRD 158964 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Recordkeeping, Participant loan processing, Direct payment from the plan $4,702
Novem Group Investment advisory (plan), Direct payment from the plan $3,660
John Hancock Recordkeeping, Participant loan processing, Direct payment from the plan $1,421