AUMdb

Kpi Concepts, Llc 401(k) Plan

Sponsored by Kpi Concepts, Llc · EIN 830710883 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
100
With balances
116

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Iron Horse Wealth Mgmt Investment management $18,639
The Vanguard Group, Inc. Recordkeeping $13,258