Kitchell Affiliates Employees' Profit Sharing Plan
Sponsored by Kitchell Corporation · EIN 860181400 · Plan #001
- Total assets
- $66.4M
- Net assets
- $66.4M
- Active participants
- 512
- With balances
- 511
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $32,252 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $13,780 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $9,000 |