AUMdb

K.G. Stevens, Inc. Profit Sharing And Retirement Plan

Sponsored by K.G. Stevens, Inc. · EIN 920289539 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
149
With balances
172

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
Newport Group, Inc. Recordkeeping $9,078