Kapco, Inc. 401(k) Profit Sharing Plan
Sponsored by Kapco, Inc. · EIN 391176457 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.8M
- Active participants
- 584
- With balances
- 614
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $48,095 |
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $35,263 |
| T & C Services | Other services, Direct payment from the plan | $7,490 |
| Fidelity Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $7,334 |