AUMdb

Ret Inc Plan For Ees Of The Knapheide Mfg Co. Local 822

Sponsored by The Knapheide Manufacturing Company · EIN 370368620 · Plan #002 · Quincy, IL

Total assets
$76.3M
Net assets
$76.3M
Active participants
302
With balances
0

Plan year beginning 01/31/2024

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Actuarial, Claims processing, Recordkeeping $130,100
Kestra Advisory Services, Llc Consulting (pension), Direct payment from the plan $12,500