Chalmers & Kubeck, Inc. 401(k) Plan
Sponsored by Chalmers & Kubeck, Inc. · EIN 231573156 · Plan #003
- Total assets
- $29.4M
- Net assets
- $29.4M
- Active participants
- 203
- With balances
- 198
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 |
|---|---|---|
| Charles Schwab Bank | Custodial (securities), Trustee (institutional) | $0 |