AUMdb

Kona Ice, Inc. 401(k) Psp Retirement Plan

Sponsored by Kona Ice, Inc · EIN 611555075 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
132
With balances
184

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
Biechele Royce Advisors, Inc. Investment advisory (plan) $14,805
Empower Annuity Ins Co Of America Recordkeeping fees $12,894
Creative Retirement Systems, Inc. Contract administrator $1,050