AUMdb

Kt Enterprises, Inc. 401(k) Plan

Sponsored by Kt Enterprises, Inc. · EIN 541086441 · Plan #001

Total assets
$20.6M
Net assets
$20.6M
Active participants
278
With balances
254

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
Truist Advisory Services, Inc. CRD 283390 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $121,466
Retirment Planners And Adminstrator Contract administrator, Direct payment from the plan, Other services $7,200
Truist Advisory Services Inc Investment advisory (plan), Other fees $0
Thompson Greenspon Cpa & Advisors Accounting, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0