Kennametal Thrift Plus Plan
Sponsored by Kennametal Inc. · EIN 250900168 · Plan #002
- Total assets
- $595M
- Net assets
- $595M
- Active participants
- 2,708
- With balances
- 4,413
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Inst. Ops. Co. | Recordkeeping fees, Participant loan processing, Account maintenance fees | $253,989 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $152,818 |
| Cook Street Consulting, Inc. | Consulting (general) | $99,287 |
| Bdo Usa P.C. | Accounting | $57,735 |
| Cbiz Retirement Plan Services | Consulting (general) | $19,380 |
| Baker Tilly Us, Llp | Accounting | $7,750 |
| Schneider Downs & Co, Inc. | Accounting | $7,700 |