The Kmw Group, Inc. Profit Sharing And Retirement Savings Plan
Sponsored by The Kmw Group, Inc. · EIN 382639221 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 157
- With balances
- 210
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $50,942 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $26,802 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,336 |
| Blue Chip Retirement Plans, Inc. | Contract administrator | $8,227 |
| Empower Advisory Group | Investment management | $605 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |