Kl&A 401(k) Plan
Sponsored by Kunz Leigh, & Associates · EIN 383051652 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 165
- With balances
- 191
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller Financial Llc | Investment advisory (plan) | $29,723 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $18,807 |
| Empower Annuity Inc Co Of America | Recordkeeping fees | $15,371 |