Ki 401(k) Savings Plan
Sponsored by Krueger International, Inc. · EIN 391375589 · Plan #006
- Total assets
- $298M
- Net assets
- $298M
- Active participants
- 1,911
- With balances
- 2,590
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (discretionary) | $727,849 |
| Charles Schwab & Co., Inc. | Investment advisory (plan), Investment management fees (direct) | $13,212 |
| Cambridge Investment Research | Investment advisory (plan), Investment management fees (direct) | $6,501 |
| Creative Planning Llc | Investment advisory (plan), Investment management fees (direct) | $4,825 |
| Merit Financial Advisors | Investment advisory (plan), Investment management fees (direct) | $1,448 |