Kc Group 401(k) Plan
Sponsored by Kc Transportation, Inc. · EIN 382719763 · Plan #002
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 570
- With balances
- 597
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 |
|---|---|---|
| Riverbend Wealth Management, Llc CRD 302031 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Riverbank Wealth Management | Investment advisory (plan) | $27,764 |
| Plante Moran | Accounting | $20,300 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,161 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,537 |