Kost Usa, Llc 401(k) Retirement Savings Plan
Sponsored by Kost Usa, Llc · EIN 133063500 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 354
- With balances
- 386
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Participant loan processing | $23,094 |
| Creative Planning Llc | Investment advisory (plan), Direct payment from the plan | $3,458 |
| Pca Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $2,265 |
| Matrix Trust Company Llc | Custodial (securities), Direct payment from the plan, Securities brokerage commissions | $1,617 |