Karpinski Engineering, Inc. Employees Profit Sharing Plan And Trust
Sponsored by Karpinski Engineering, Inc. · EIN 341391481 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 126
- With balances
- 142
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $31,424 |
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $24,853 |
| U.S. Bank National Association | Investment management, Direct payment from the plan | $23,201 |