Kotis Design, Llc. 401(k) Retirement Savings Plan
Sponsored by Kotis Design, Llc · EIN 331071366 · Plan #001 · Mercer Island, WA
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 109
- With balances
- 182
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $17,742 |