AUMdb

Kbc, Inc. 401(k) Plan

Sponsored by Kbc, Inc. · EIN 470634519 · Plan #001

Total assets
$33.7M
Net assets
$33.7M
Active participants
184
With balances
191

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
Professional Retirement Strategies Llc CRD 287808 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Professional Retirement Strategies Recordkeeping, Investment advisory (plan) $102,246
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $34,361