Kentucky Easter Seal Society, Inc. Retirement Savings Plan
Sponsored by Kentucky Easter Seals Society, Inc. · EIN 610444712 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 88
- 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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $67,880 |
| Pension Corporation Of America | Contract administrator, Recordkeeping, Direct payment from the plan | $2,070 |
| Charles Schwab Trust Bank | Investment management, Sub-transfer agency fees, Float revenue | $0 |