AUMdb

The Kitchen & Bath Company 401(k) Plan

Sponsored by Ankeny Glass · EIN 800829296 · Plan #001

Total assets
$1.3M
Net assets
$1.3M
Active participants
115
With balances
125

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
Assetmark, Inc. CRD 109018 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Asset Mark Inc Investment advisory (plan), Direct payment from the plan $7,145
Ascensus Llc Other fees, Recordkeeping, Direct payment from the plan $270