Kraftcpas Pllc Retirement Savings Plan
Sponsored by Kraftcpas Pllc · EIN 620713250 · Plan #001
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 210
- With balances
- 243
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 |
|---|---|---|
| Newport Group, Inc | Recordkeeping, Direct payment from the plan | $19,285 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $11,941 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $1,070 |
| Matrix Trust | Trustee (institutional), Trustee (directed) | $0 |