K&L Gates 401(k) Plan Beta
Sponsored by K&L Gates Llp · EIN 250921018 · Plan #003
- Total assets
- $507M
- Net assets
- $507M
- Active participants
- 1,349
- With balances
- 1,932
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Inst. Operations | Participant loan processing, Recordkeeping fees, Account maintenance fees | $119,080 |
| Fiducient Advisors | Consulting (general), Investment advisory (plan), Other fees | $61,943 |
| Henry H. Armstrong | Investment advisory (participants), Investment management | $35,701 |
| Schneider Downs & Co., Inc. | Accounting | $21,852 |
| Cibc Atlantic Tr Private W.M. | Investment advisory (participants), Investment management | $9,083 |