Storey Kenworthy Company 401(k) Profit Sharing Plan And Trust
Sponsored by Storey Kenworthy Company · EIN 420549150 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 183
- With balances
- 240
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $106,058 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |