AUMdb

Kcg 401(k) Plan

Sponsored by Kinley Constuction Group, Ltd · EIN 752961608 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
277
With balances
169

Plan year beginning 01/01/2024 · 401(k)

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
Raymond James Financial Service Recordkeeping, Trustee (institutional), Other services $36,895
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $2,795
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0