Karl's, Inc. 401(k) Plan
Sponsored by Karl's Tv & Appliance Inc. · EIN 460307274 · Plan #002
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 380
- With balances
- 343
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 |
|---|---|---|
| Qualified Plan Advisory, Llc CRD 135324 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Copying and duplicating, Participant loan processing | $26,897 |
| Qualified Plan Advisors | Investment advisory (plan), Direct payment from the plan | $11,122 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |