AUMdb

Kitch Attorneys & Counselors, Pc Profit Sharing Plan

Sponsored by Kitch Attorneys & Counselors, Pc · EIN 381896224 · Plan #001

Total assets
$58.5M
Net assets
$58.5M
Active participants
199
With balances
271

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors Investment advisory (plan) $3,726
Fidelity Investments Institutional Participant loan processing, Account maintenance fees, Recordkeeping fees -$8,519