AUMdb

Lee Kum Kee Employees' 401(k) Retirement Plan

Sponsored by Lee Kum Kee (Usa) Inc., L.A. · EIN 953848577 · Plan #001

Total assets
$54.6M
Net assets
$54.6M
Active participants
496
With balances
509

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 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 $148,559
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0