Kaspar Companies & Affiliates 401(k) Savings Plan
Sponsored by Kaspar Wire Works, Inc. · EIN 741209990 · Plan #002
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 404
- With balances
- 249
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prospera Financial Services Inc | Investment advisory (plan) | $26,248 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,996 |
| Empower Advisory Group, Llc | Investment management | $3,693 |
| Hub Investment Partners Llc | Investment advisory (plan) | $674 |