AUMdb

P & K 401(k) Plan

Sponsored by P & K Equipment, Inc · EIN 731259841 · Plan #002

Total assets
$45.3M
Net assets
$45.3M
Active participants
726
With balances
596

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $43,305
Intrust Bank N.A. Other fees $0
Erisa Services Midwest, Llc Other services $0