The Kinsley 401(k) Plan
Sponsored by Kinsley Enterprises, Inc. · EIN 352615344 · Plan #002
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 3,921
- With balances
- 2,288
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Vicus Capital, Inc. CRD 116021 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vicus Capital | Investment advisory (plan), Direct payment from the plan | $230,439 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $130,580 |
| Emc Cpas, Llc | Accounting, Direct payment from the plan | $14,513 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |