Kingsway America Inc. 401(k) Retirement Savings Plan
Sponsored by Kingsway America Inc. · EIN 980180930 · Plan #001
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 381
- With balances
- 479
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $37,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,218 |
| Plante & Moran | Accounting | $5,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,017 |