Kirsh Foundry Savings For Retirement Plan
Sponsored by Kirsh Foundry, Inc. · EIN 390616605 · Plan #003
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 82
- With balances
- 120
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors Inc | Investment advisory (plan) | $31,951 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,551 |