Kbm Office Equipment, Inc. 401(k) Profit Sharing Plan
Sponsored by Kbm Office Equipment, Inc. · EIN 941442776 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 81
- With balances
- 116
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 |
|---|---|---|
| Advanced Retirement Solutions, Llc CRD 288022 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $12,681 |
| Advanced Retirement Solutions | Investment advisory (plan) | $8,499 |
| Global Retirement Partners Llc | Investment advisory (plan) | $7,631 |
| Empower Advisory Group, Llc | Investment management | $6,163 |
| 401 K Safe 3(16) | Other fees | $3,300 |
| 401 K Safe Llc | Other fees | $1,100 |