Ktgy Group, Inc. 401(k) And Profit Sharing Plan
Sponsored by Ktgy Group, Inc. · EIN 330488819 · Plan #001
- Total assets
- $66.8M
- Net assets
- $66.8M
- Active participants
- 366
- With balances
- 574
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $96,323 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $50,000 |
| Oneamerica Investment Advisory Serv | Investment advisory (participants), Direct payment from the plan | $18,040 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |