AUMdb

Kent Moore Cabinets, Ltd. 401(k) Profit Sharing Plan

Sponsored by Kent Moore Cabinets, Ltd. · EIN 741904799 · Plan #001

Total assets
$32.3M
Net assets
$32.3M
Active participants
705
With balances
665

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (participants) $58,363
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,122