AUMdb

Kuhnle Brothers, Inc. 401(k) Plan & Trust

Sponsored by Kuhnle Brothers Trucking, Inc. · EIN 340978307 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
179
With balances
142

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
Benchmark Financial, Llc CRD 297443 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benchmark Financial Investment advisory (plan), Direct payment from the plan $15,028
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $6,114