Kintetsu Retirement Plan
Sponsored by The Kintetsu Retirement Plan Board · EIN 843609963 · Plan #333
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 144
- With balances
- 219
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 |
|---|---|---|
| Asset Planning And Protection Llc CRD 324537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Asset Planning And Protection Llc | Investment advisory (plan) | $40,255 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,473 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $9,380 |
| Pentegra Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,756 |