K Solv 401(k) Plan
Sponsored by K Solv, Lp · EIN 412074808 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 372
- With balances
- 440
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Truist Advisory Services Inc | Investment advisory (plan) | $53,027 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,734 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,463 |