Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Kirkpatrick Management Company, Inc. · EIN 351291497 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 249
- With balances
- 173
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,863 |
| Empower Advisory Group, Llc | Investment management | $17,361 |
| Fifth Third Bank | Investment advisory (plan) | $12,256 |