AUMdb

Kni Group 401(k) And Profit Sharing Plan

Sponsored by Kearney National Inc. · EIN 362392007 · Plan #010

Total assets
$27.5M
Net assets
$27.5M
Active participants
485
With balances
579

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
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $50,722
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Shareholder servicing fees $0
Charles Schwab & Co., Inc. Custodial (securities), Trustee (directed), Shareholder servicing fees $0