Kids2 Retirement Salary Savings Plan
Sponsored by Kids2, Llc · EIN 941622533 · Plan #002
- Total assets
- $45.8M
- Net assets
- $45.8M
- Active participants
- 225
- With balances
- 457
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 |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $78,462 |
| Investment Research & Advisory Gro | Investment advisory (plan) | $32,500 |
| Long & Associates | Accounting | $16,200 |
| Kahn, Litwin, Renza & Co., Ltd | Accounting | $9,056 |
| Thompson Hine | Legal | $7,799 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,548 |