Kunes Retirement Plan
Sponsored by Kunes Country Ford Lincoln, Inc. · EIN 364115913 · Plan #001
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 1,842
- With balances
- 0
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Park Capital Management, Llc CRD 158965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $187,582 |
| Peak Retirement Group | Contract administrator | $67,919 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $37,657 |
| Empower Advisory Group, Llc | Investment management | $27,117 |
| Park Capital Management Llc | Investment advisory (plan) | $14,545 |