AUMdb

Ken Caryl Glass, Inc. 401(k) Plan

Sponsored by Ken Caryl Glass, Inc. · EIN 841036870 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
116
With balances
109

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
Tfa Transamerica Capital, Inc. Investment advisory (plan) $40,385
American Trust Company Recordkeeping, Trustee (discretionary), Investment management $40,143