Koontz Bryant Johnson Williams 401(k) Plan
Sponsored by Koontz Bryant Johnson Williams, Inc. · EIN 541558185 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 126
- With balances
- 109
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Merrill Lynch Retirement & Benefit | Investment advisory (plan), Direct payment from the plan | $30,983 |
| Ascensus Llc | Participant loan processing, Other fees, Recordkeeping | $2,805 |