AUMdb

The Harry A Koch Co. 401(k) Plan

Sponsored by First Insurance Group Llc · EIN 710974968 · Plan #001

Total assets
$29.4M
Net assets
$29.4M
Active participants
129
With balances
174

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
Prime Capital Investment Advisors, Llc CRD 288712 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Prime Capital Investment Investment advisory (plan), Direct payment from the plan $41,472
Ascensus Llc Recordkeeping fees, Participant loan processing, Other fees $19,711