Kone Inc. Employee Savings Plan
Sponsored by Kone Inc. · EIN 362357423 · Plan #004
- Total assets
- $467M
- Net assets
- $467M
- Active participants
- 1,962
- With balances
- 2,544
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $209,211 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $65,757 |
| Mcdermott Will & Emery Llp | Legal | $52,024 |
| Plante Moran | Accounting | $15,000 |
| Aon | Consulting (general) | $13,750 |