Kumar & Associates, Inc. Employee Stock Ownership Plan
Sponsored by Kumar & Associates, Inc. · EIN 841119130 · Plan #002
- Total assets
- $10.5M
- Net assets
- $10.1M
- Active participants
- 114
- With balances
- 213
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plante & Moran, Pllc | Accounting | $19,500 |
| Transition Finance Strategies, Llc | Recordkeeping fees | $18,875 |
| Esop Law Group | Legal | $13,010 |
| Abbott,Stringham & Lynch | Valuation | $6,880 |