Kitsap Bank 401(k) Profit Sharing Plan
Sponsored by Kitsap Bank · EIN 910283150 · Plan #001
- Total assets
- $57.3M
- Net assets
- $57.3M
- Active participants
- 258
- With balances
- 382
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $61,883 |
| Empower Advisory Group, Llc | Investment management | $20,215 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,759 |