K2 Insurance Services, Llc 401(k) Retirement Plan
Sponsored by K2 Insurance Services, Llc · EIN 371643563 · Plan #003
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 588
- With balances
- 478
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan), Other fees | $19,748 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,888 |