Kenney, Shelton, Liptak & Nowak, Llp 401(k) Profit Sharing Plan
Sponsored by Kenney Shelton Liptak & Nowak Llp · EIN 161468707 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 57
- With balances
- 126
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 |
|---|---|---|
| Pratt Collard Buck Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $50,749 |
| P&A Retirement Plan Services, Inc. | Contract administrator, Participant communication, Distribution (12b-1) fees | $12,141 |