AUMdb

Saec/Kinetic Vision, Inc. Retirement Plan

Sponsored by Saec/Kinetic Vision, Inc. · EIN 311231057 · Plan #001

Total assets
$14.0M
Net assets
$14.0M
Active participants
129
With balances
151

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
Pca Investment Advisory Services, Inc. CRD 123475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pca Investment Advisory Services Investment advisory (plan) $15,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$749