Kleinschmidt Associates Employees Profit Sharing Plan And Trust
Sponsored by Kleinschmidt Associates, Inc. · EIN 010371466 · Plan #002
- Total assets
- $63.6M
- Net assets
- $63.6M
- Active participants
- 211
- With balances
- 277
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Contract administrator, Recordkeeping, Participant loan processing | $37,157 |
| Sentinel Pension Advisors | Investment advisory (participants), Investment advisory (plan) | $35,000 |