Kennedy Mechanical Plumbing & Heating, Inc.401(k) Savings Plan
Sponsored by Kennedy Mechanical Plumbing & Heating, Inc. · EIN 161385946 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 203
- With balances
- 380
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 |
|---|---|---|
| Karpus Management Inc CRD 110275 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Karpus Investment Management | Investment management, Investment management fees (direct) | $85,563 |
| Benefits Management, Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $15,643 |