Kocher + Beck Usa, L.P. 401(k) Plan
Sponsored by Kocher And Beck Usa, L.P. · EIN 582506156 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 91
- With balances
- 84
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 |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Park Avenue Securities. | Investment advisory (plan), Direct payment from the plan | $19,637 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $4,878 |