AUMdb

Linc 401(k) Retirement/Savings Plan

Sponsored by Greater K.C. Linc, Inc · EIN 431676730 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
229
With balances
300

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
Two West Capital Advisors Llc CRD 154543 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $33,374
Two West Capital Investors Investment advisory (plan), Direct payment from the plan $30,040