Owen Ames Kimball Co. Retirement Plan
Sponsored by Owen Ames Kimball Co. · EIN 380900420 · Plan #001
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 229
- With balances
- 290
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 |
|---|---|---|
| Grand Wealth Management, Llc CRD 132137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grand Wealth Management Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $36,539 |
| The Vanguard Group | Contract administrator, Recordkeeping | $22,220 |