AUMdb

Kimray, Inc. 401 K Profit Sharing Plan

Sponsored by Kimray, Inc. · EIN 730563687 · Plan #001

Total assets
$100M
Net assets
$99.5M
Active participants
654
With balances
1,071

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
Pension Consultants Inc CRD 113914 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $232,072
Pension Consultants Inc. Consulting (pension), Investment advisory (participants), Investment advisory (plan) $61,318
Hogantaylor Accounting $23,250
Charles Schwab Trust Bank Trustee (institutional), Trustee (directed) $0