Kennedy Donovan Center, Inc. Retirement Savings Plan
Sponsored by Kennedy Donovan Center, Inc. · EIN 042519028 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 432
- With balances
- 369
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $31,512 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $11,998 |