AUMdb

Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. 401(k) Profit Sharing Plan

Sponsored by Kellogg, Hansen, Todd, Figel & Frederick, P.L.L.C. · EIN 521811709 · Plan #001

Total assets
$143M
Net assets
$143M
Active participants
217
With balances
393

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3