AUMdb

I. Kitagawa And Company, Limited 401(k) Retirement Savings Plan (003)

Sponsored by I. Kitagawa And Company, Limited · EIN 990045046 · Plan #003

Total assets
$7.8M
Net assets
$7.8M
Active participants
147
With balances
121

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Alphapoint, Inc. CRD 130115 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $8,245
Alphapoint Inc Investment advisory (plan) $5,000
Suemori & Inouye, Inc.Dba Si Group Consulting (pension), Other services $0