Kalmar Usa Holding, Inc. 401(k) Plan
Sponsored by Kalmar Usa Holding, Inc · EIN 933129004 · Plan #001
- Total assets
- $50.2M
- Net assets
- $50.2M
- Active participants
- 317
- With balances
- 298
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $27,375 |
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $22,000 |