Ksm Business Services, Inc. Employee Stock Ownership Plan
Sponsored by Ksm Business Services, Inc. · EIN 352123203 · Plan #001
- Total assets
- $92.0M
- Net assets
- $92.0M
- Active participants
- 672
- With balances
- 634
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Oxford Financial Group, Ltd. Llc CRD 105303 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Capital Management, | Investment management, Investment management fees (direct) | $65,351 |
| Oxford Financial Group Ltd., Llc | Investment management, Investment management fees (direct) | $43,305 |
| Baxter Street Fund, L.P. | Investment management, Investment management fees (direct) | $9,270 |