AUMdb

Kolcraft Enterprises, Inc. 401 K Plan

Sponsored by Kolcraft Enterprises, Inc. · EIN 363337917 · Plan #003

Total assets
$8.5M
Net assets
$8.4M
Active participants
125
With balances
103

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $5,184
Morningstar Investment Management Investment advisory (participants) $802
Global Retirement Partners Llc Other fees $0
Dcs Retire, Inc. Other services $0
Voya Retirement Insurance And Annui Recordkeeping fees $0