AUMdb

Klas Enterprises, Llc 401(k) Plan

Sponsored by Klas Enterprises, Llc · EIN 860878379 · Plan #001

Total assets
$26.2M
Net assets
$26.2M
Active participants
195
With balances
216

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Benefit Services Inc Investment advisory (plan) $44,498
Empower Annuity Insur Co Of America Recordkeeping fees $37,740
Pensions Plus, Inc. Contract administrator $20,081
Squire & Company Pc Accounting $7,793
Empower Advisory Group, Llc Investment management $873
Empower Financial Services Other investment fees and expenses $20
Empower Financial Services, Inc. Shareholder servicing fees $0