Kubicki Draper, P.A. 401(k) Plan
Sponsored by Kubicki Draper, P.A. · EIN 591365340 · Plan #002
- Total assets
- $71.8M
- Net assets
- $71.6M
- Active participants
- 398
- With balances
- 576
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 |
|---|---|---|
| Ingham & Company | Contract administrator, Investment advisory (plan), Recordkeeping fees | $117,180 |
| Marcum Llp | Accounting | $13,905 |
| Fidelity Trust | Trustee (institutional) | $8,254 |