Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(k) Plan
Sponsored by Libby Perszyk Kathman Holdings, Inc · EIN 311076158 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 0
- With balances
- 85
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 |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees | $84,103 |
| Cassidy Schiller And Associates | Other fees | $18,525 |
| Ubs Financial Services Inc. | Other fees | $0 |