AUMdb

Koinonia Foster Homes 401 K Plan

Sponsored by Koinonia Foster Homes Inc. · EIN 942792265 · Plan #002

Total assets
$10.1M
Net assets
$10.1M
Active participants
302
With balances
198

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (participants), Investment advisory (plan), Investment management $23,398
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $1,447