Kalman & Company, Inc. Employees Savings & Trust
Sponsored by Kalman & Company Inc. · EIN 541231255 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 430
- With balances
- 316
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 |
|---|---|---|
| Raymond James | Investment advisory (plan) | $62,540 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $700 |