Island Kinetics, Inc. 401(k) Plan
Sponsored by Island Kinetics, Inc. Dba Covalence Laboratories · EIN 860833270 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 163
- With balances
- 175
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Managment Llc | Investment advisory (plan) | $40,092 |
| Empower Annuity Insurance Company | Recordkeeping fees | $27,906 |
| Matthews Gold Kennedy & Snow Inc | Contract administrator | $2,034 |