Kutak Rock Llp 401(k) Profit Sharing Plan
Sponsored by Kutak Rock Llp · EIN 470597598 · Plan #001
- Total assets
- $536M
- Net assets
- $536M
- Active participants
- 1,017
- With balances
- 1,157
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 |
|---|---|---|
| J.D.T. Inc CRD 146357 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Recordkeeping fees, Other fees | $160,196 |
| Voya Institutional Plan Services, L | Participant loan processing, Recordkeeping fees, Account maintenance fees | $89,330 |
| Innovest | Investment advisory (participants), Investment advisory (plan) | $45,000 |