Kaye Smith Enterprises 401(k) Retirement Savings Plan & Trust
Sponsored by Kaye Smith Enterprises, Inc. · EIN 930523003 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 171
- With balances
- 175
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 |
|---|---|---|
| Bensler, Llc CRD 310849 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bensler, Llc | Investment advisory (plan) | $17,539 |
| John Hancock | Recordkeeping fees | $15,306 |