The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan
Sponsored by William H. Kopke, Jr., Inc. · EIN 132618191 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 259
- With balances
- 154
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 |
|---|---|---|
| Lpl Financial Rpcp | Other fees | $18,326 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $13,705 |
| The Angell Pension Group, Inc. | Contract administrator | $11,730 |