Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi
Sponsored by Kocsis Brothers Machine Co. · EIN 362643939 · Plan #003
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 106
- With balances
- 117
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 |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $22,211 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $4,226 |