AUMdb

Kason Industries, Inc. 401(k) Retirement Savings Plan

Sponsored by Kason Industries, Inc. · EIN 110940170 · Plan #002

Total assets
$25.3M
Net assets
$25.3M
Active participants
252
With balances
304

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co. Of America Recordkeeping fees $48,499
Morgan Stanley Investment advisory (plan) $34,920
Aprio Llp Accounting $3,983
Pension Financial Services Inc. Contract administrator $0