AUMdb

Kinseth Hotel Corporation 401(k) Retirement Savings Plan

Sponsored by Kinseth Hotel Corporation · EIN 421185734 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
1,775
With balances
309

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
Steele Capital Management, Inc. CRD 107097 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Steele Capital Management, Inc. Investment advisory (participants), Investment advisory (plan), Investment management $38,085
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $15,698
Charles Schwab & Co., Inc. Shareholder servicing fees $0