Kansas City Care Clinic Retirement Plan
Sponsored by Kansas City Care Clinic · EIN 430967292 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 204
- With balances
- 202
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coulter & Justus, P.C. | Accounting | $28,000 |
| Two West Capital Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $19,529 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,561 |