Katun Corporation Employee Retirement Benefit And Savings Plan
Sponsored by Katun Corporation · EIN 411335933 · Plan #002
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 95
- With balances
- 203
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial Llc | Investment advisory (plan) | $25,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $23,104 |