AUMdb

Kendall Hunt Retirement Plan

Sponsored by Kendall Hunt Publishing Company · EIN 421426616 · Plan #001

Total assets
$81.3M
Net assets
$81.3M
Active participants
317
With balances
448

Plan year beginning 09/01/2024 · 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
July Business Services Llc Contract administrator $101,451
Umb Retirement Plan Services Investment advisory (plan) $34,184
Dubuque Bank & Trust Company Recordkeeping, Trustee (institutional), Trustee (discretionary) $12,933