The Knox Company Retirement Savings Plan
Sponsored by Knox Associates, Inc. · EIN 953617858 · Plan #003
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 195
- With balances
- 225
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $35,362 |
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $26,477 |