Ward Kraft Retirement Plan
Sponsored by Wk Holding Company, Inc · EIN 113668289 · Plan #001 · Fort Scott, KS
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 215
- With balances
- 212
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $53,584 |
| Capital Group Retirement Plan Servi | Recordkeeping, Distribution (12b-1) fees, Investment management | $10,540 |