AUMdb

K2 Partnering Solutions 401(k) Plan

Sponsored by K2 Human Capital Solutions, Inc. · EIN 200498824 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
131
With balances
266

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
Hilb Group Direct payment from the plan, Recordkeeping fees $34,621
Global Retirement Partners, Llc Direct payment from the plan, Investment management fees (direct) $10,000
Adp Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $8,369