AUMdb

K Va T 401(k) Plan

Sponsored by K Va T Food Stores, Inc. · EIN 550421484 · Plan #003 · Abingdon, VA

Total assets
$191M
Net assets
$191M
Active participants
14,576
With balances
4,498

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $316,257
Capfinancial Partners Investment advisory (plan), Direct payment from the plan $49,418