Kpg Corp. 401(k) Retirement Plan
Sponsored by Kpg Corp. · EIN 201999911 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 737
- With balances
- 513
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $61,650 |
| Shepherd Financial Investment | Investment advisory (plan) | $49,056 |