AUMdb

Ketch Pension Trust

Sponsored by Kansas Elks Training Center For The Handicapped, Inc. · EIN 480683499 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
130
With balances
112

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Adamsbrown Wealth Consultants Llc CRD 308410 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Adamsbrown Wealth Consultants Investment advisory (participants), Investment advisory (plan), Investment management $16,162
American United Life Insurance Co Recordkeeping, Participant communication, Direct payment from the plan $1,767