Korman Communities 401(k) Plan
Sponsored by Shk Management, Inc. · EIN 232827661 · Plan #001
- Total assets
- $49.3M
- Net assets
- $49.3M
- Active participants
- 1,233
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Summit Group Retirement Planners, Inc. CRD 169823 | deterministic · 100% | 2024 |
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 | $89,061 |
| Summit Group Retirement Planners | Investment advisory (plan) | $66,318 |
| Kreischer Miller | Accounting | $18,505 |