K & R Sales 401(k) & Profit Sharing Plan
Sponsored by K & R Sales, Inc. · EIN 432055577 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 82
- With balances
- 105
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $32,152 |
| Hightower Advisors, Llc | Investment advisory (plan), Other fees | $12,950 |
| Dunbar Bender & Zapf, Inc. | Contract administrator, Direct payment from the plan, Other services | $5,600 |