1 St Kids, Inc. 403(b) Plan
Sponsored by 1 St Kids, Inc. · EIN 320026299 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 130
- With balances
- 174
Plan year beginning 04/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (participants), Investment advisory (plan), Participant communication | $26,428 |
| Nationwide | Recordkeeping, Custodial (securities), Direct payment from the plan | $16,137 |
| American Pension Advisors, Ltd. | Investment advisory (participants), Investment advisory (plan), Participant communication | $450 |