Kraft & Kennedy, Inc. 401(k) Profit Sharing Plan
Sponsored by Kraft & Kennedy, Inc. · EIN 800610191 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 146
- With balances
- 161
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Phillips Gold And Company Llp | Accounting, Direct payment from the plan | $24,500 |
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,642 |