Kmh Llp 401(k) Profit Sharing Plan
Sponsored by Kmh Llp · EIN 421539623 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 75
- With balances
- 123
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $36,256 |
| Sageview Advisory | Investment advisory (participants), Investment advisory (plan) | $10,000 |