Kitchell Affiliates Employees' Tax Deferred Savings Plan
Sponsored by Kitchell Corporation · EIN 860181400 · Plan #003
- Total assets
- $87.3M
- Net assets
- $87.3M
- Active participants
- 627
- With balances
- 959
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $90,570 |
| Global Retirement Partners Llc | Investment management, Direct payment from the plan | $57,937 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $13,780 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $22 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |