AUMdb

The Kenwood Dealer Group Employee Retirement Plan

Sponsored by Kenwood Dealer Group, Inc. · EIN 311187343 · Plan #001

Total assets
$58.1M
Net assets
$57.9M
Active participants
685
With balances
525

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $89,724
Clark, Schaefer Hackett & Company Recordkeeping, Consulting (pension), Direct payment from the plan $13,100
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0