Kennebunk Savings Bank 401(k) Plan
Sponsored by Kennebunk Savings Bank · EIN 010100600 · Plan #002 · Kennebunk, ME
- Total assets
- $35.9M
- Net assets
- $35.9M
- Active participants
- 343
- With balances
- 377
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers Inc | Investment advisory (plan) | $28,590 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,661 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$29,868 |