Kfg Financial Freedom Fund
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #007
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 1,374
- With balances
- 681
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 |
|---|---|---|
| Kfg Wealth Management, Llc CRD 128606 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kfg Wealth Management, Llc | Investment advisory (plan) | $220,893 |
| Americantcs Fiduciary Services, Llc | Direct payment from the plan, Sub-transfer agency fees, Trustee (discretionary) | $119,652 |
| Cpi Qualified Plan Consultants, Inc | Contract administrator, Recordkeeping, Account maintenance fees | $70,674 |
| At Retirement Services, Llc | Contract administrator, Recordkeeping, Account maintenance fees | $48,132 |