The 401(k) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc
Sponsored by Christensen Oconnor Johnson Kindness Pllc · EIN 910860813 · Plan #001
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 93
- With balances
- 145
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $62,949 |
| Vanguard Group Inc. | Recordkeeping, Consulting (general), Securities brokerage | $31,107 |
| Uniglobal Pension Planning, Inc. | Other fees | $9,266 |