AUMdb

Krone Na Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Krone Na Inc · EIN 222019484 · Plan #001

Total assets
$16.6M
Net assets
$16.6M
Active participants
147
With balances
161

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Ubs Financial Services, Inc. Recordkeeping, Trustee (institutional), Other services $28,599
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $2,145
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0