Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust
Sponsored by Kapnick And Company, Inc. Dba Kapnick Insurance Group · EIN 381902430 · Plan #001
- Total assets
- $41.2M
- Net assets
- $41.2M
- Active participants
- 222
- With balances
- 255
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 |
|---|---|---|
| Tfo Wealth Partners, Llc CRD 124407 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tfo Wealth Partners Llc | Investment advisory (plan) | $102,642 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,048 |