Kyle Mathison Orchards, Inc. 401(k) Savings Plan And Trust
Sponsored by Kyle Mathison Orchards, Inc. · EIN 911473671 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 112
- With balances
- 165
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (participants) | $16,337 |
| Benefits2 Administrators Llc | Contract administrator | $4,295 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Sub-transfer agency fees | $446 |