Johnstone Supply Savings Plan
Sponsored by Kipo, Llc · EIN 721012984 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 166
- With balances
- 119
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 |
|---|---|---|
| Wealthharbor Capital Group, Llc CRD 118614 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthharbor Capital Group | Investment advisory (plan) | $34,814 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,184 |
| The Haslauer Group, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,214 |